DJ Gillman, CFP®
Senior Retirement Plan Consultant & Investment Advisor at Everhart Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Miamisburg, Ohio, United States, US
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Credentials
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Certified Financial Planner (CFP)
CFP BoardApr, 2023- Nov, 2024 -
Certified Plan Fiduciary Advisor
National Association of Plan AdvisorsOct, 2021- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
State of OhioDec, 2013- Nov, 2024 -
Accredited Investment Fiduciary
Fi360 (now Broadridge)Nov, 2013- Nov, 2024 -
Series 65
North American Securities Administrators AssociationDec, 2011- Nov, 2024 -
Series 63
North American Securities Advisors AssociationOct, 2010- Nov, 2024
Experience
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Everhart Advisors
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United States
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Financial Services
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1 - 100 Employee
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Senior Retirement Plan Consultant & Investment Advisor
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Jan 2016 - Present
Oversee client relationships and account management striving for client satisfaction and achievement of objectives. Project management and data analytics to ensure optimization of current plans and strategies. Oversee client relationships and account management striving for client satisfaction and achievement of objectives. Project management and data analytics to ensure optimization of current plans and strategies.
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McGohan Brabender
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United States
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Insurance
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200 - 300 Employee
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Operations Manager
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Jan 2011 - Dec 2015
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Relationship Manager
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Jan 2009 - Dec 2015
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Education
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2004 - 2008
Wright State University
Bachelor of Science - BS, Financial Planning and Services
Community
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