Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Jeffrey was a business major at Eastern Michigan University. During his 13 years in Seattle he began his career in finance as a mortgage officer. In 2006 he relocated his family back to Michigan and became an Investment Advisor Representative and has been with LPL at the credit Union since 2014.
Do you know how to set up your financial goals for success? This knight does.