Experience

USI Consulting Group

• United States
• Financial Services
• 300 - 400 Employee

• Advanced Planning Specialist

  • Jul 2020 - Present

  Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Chernoff & Diamond/USI is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.



Associated Benefits and Risk Consulting

• United States
• Insurance
• 1 - 100 Employee

• Advanced Planning Specialist

  • Aug 1989 - Jul 2020