Financial Advisor John Casconi

John Casconi - CPM

Wisdom for your Journey

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John

John Casconi - CPM

Rodger McAlister - CEP

Rodger McAlister, Certified Financial Manager and Certified Estate Planner, has been serving clients in Louisville, Kentucky since 1995. Rodger utilizes his knowledge of estate planning, income maximization strategies and tax efficiency planning to help clients put together a plan for their financial futures. Rodger assists clients in the areas of retirement planning, insurance, accounting, investment management and financial management. He enjoys building long-term relationships with his clients built on honesty and trust. Helping high-income professionals manage their active 401 (k) plans is one area in which Rodger specializes.   

Check Rodger McAlister's Background

Rodger

Rodger McAlister - CEP

Rodger McAlister, Certified Financial Manager and Certified Estate Planner, has been serving clients in Louisville, Kentucky since 1995. Rodger utilizes his knowledge of estate planning, income maximization strategies and tax efficiency planning to help clients put together a plan for their financial futures. Rodger assists clients in the areas of retirement planning, insurance, accounting, investment management and financial management. He enjoys building long-term relationships with his clients built on honesty and trust. Helping high-income professionals manage their active 401 (k) plans is one area in which Rodger specializes.   

Thomas

Thomas Harris

Shereen

Shereen Beach

 

Shereen M. Beach has been providing financial advisors with complete operational support since 1998. She takes great pride in being the “backbone” to her advisors and a friendly ear to the clients. Shereen is a licensed Registered Representative with Money Concepts Capital Corp and holds a Series 7, 66 and 24.  She was born in Kentucky and lives in Louisville with her husband Joey and their two sons, Aiden and Nicholas.

Shereen

Shereen Beach

 

Shereen M. Beach has been providing financial advisors with complete operational support since 1998. She takes great pride in being the “backbone” to her advisors and a friendly ear to the clients. Shereen is a licensed Registered Representative with Money Concepts Capital Corp and holds a Series 7, 66 and 24.  She was born in Kentucky and lives in Louisville with her husband Joey and their two sons, Aiden and Nicholas.

Jennifer A

Jennifer A Grilliot

Jennifer A

Jennifer A Grilliot

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

John Casconi is an independent contractor of Money Concepts

note: Private Client Group is an independent firm and not affiliated with Money Concepts

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