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We’ve brought together many different financial minds in the country. And call this the “Affiliate Network of Professionals.” In addition to our expectation that our members achieve the highest level of commitment to
their profession, we also demand that same commitment to our client’s objectives. In addition we
also encourage them to become part of,
and contribute to, the larger community.
Mark K. Lund is a Wealth Manager located in South Jordan, Utah. In
1999, Mark was brought on with the Principal Financial Group, Mark spent his time managing investment portfolios for private
investors. In 2002, Mark teamed up with the H.S. Dent Foundation and became the wealth manager for the
Salt Lake area. He is master certified
with the H.S. Dent Foundation, a member of The Society of Certified Retirement Financial Advisors, and is
completing requirements with The Life Underwriter Training Council, NAIFA (National association of Insurance
and Financial Advisors), and The American College to be a ChFC (Chartered Financial Consultan.)
Today, Mark continues to put together investment portfolios and manage private investment accounts. Through Mark, you can take advantage of the
SectorFolios and leverage the affiliate network of professionals. You can have a portfolio designed and managed
to stay up-to-date with all the trends of the Baby Boomers.
To learn more about Mark, click here
ALICS Nationwide Members:
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Steve Fichtenbaum has an LLM in taxation and bases his estate planning law practice
in New Jersey.
He has consulted in advanced sales for more than 20 years.New
Jersey. He has consulted in advanced sales for more than 20 years.
The ICS Law Group, located in Franklin, Tennessee, has experienced estate planning attorneys on staff. One of the principals is Linas Sudzius.
Linas Sudzius, is a CLU, ChFC, a member of the AALU and a former Chief Marketing Officer for
a Nashville-based life insurance carrier.
Robert McCarty is an attorney and
CPA associated with a Chicago-based estate planning firm. He has experience running an advanced sales department at CAN Life
between 1992 and 1995.
Roy
Morris worked in the advanced sales department of a Chicago based insurance
company for more than 20 years. He also has a background in life proposal software design. Roy is a CLU and CFP.
Michael Sharry
is an estate planning attorney in Dallas, Texas. He has been in the estate planning and life
insurance advanced sales business since 1979.
GRSG Local Members: (Salt Lake City, Utah Chamber of Financial Planners)
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The GRSG Chamber of Financial Planners is an elite group of financial professionals
that comprise 15 of the top Financial Planners, Estate Planners, CPAs in the states of Utah, Colorado, and Oregon. This group meets together monthly to share ideas, work on
case studies, and serve as a resource for all members of the group.
Investment Counsel / Research: |
Harry S. Dent,
Jr. is the chairman and founder
of H.S. Dent Investment Management. He graduated from the Harvard Business School as a Baker Scholar.
He has acted as a strategic consultant for Fortune 100 corporations. He has addressed top corporations, major investment
firms, and business conferences around the world. Mr. Dent has published 6 books, of which the three most recent have been
bestsellers.
Succession Planning
Committee:
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This committee comprises members of the GRSG Salt Lake Chamber of Financial
Planners. We know our investment advisor
representatives are mortal and anything could happen to them at any time so we always include a succession plan for our
clients, this way you never have to worry about what will happen to your accounts if something were to happen to your personal
Wealth Manager.
Part
of your personal financial plan includes a recommendation of another Wealth Manager to take over and manage your account should
something happen to your current Wealth Manager. Your designated succession manager is a member
of the GRSG Salt Lake Chamber of Financial Planners, and will be picked based on your overall plan objectives.
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