John Casconi - CPM
Wisdom for your Journey
Private Client Group Team
great service starts with a great team
Seth Spitzke
Seth
Seth Spitzke
John Casconi - CPM
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.
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 Troiano
Jennifer A
Jennifer A Troiano
