by Rachel Sitzman Bonner | Jan 10, 2022 | Blog
529 plan distributions can be trickier than you might’ve thought. When doing your college planning with your child, it is also important to plan for 529 plan distributions. This write-up is not all-inclusive and you should always check with your accountant on tax...
by Rachel Sitzman Bonner | Mar 17, 2020 | Advisor Bio, Denver
Branch Manager & Senior Wealth Managerkmadsen@ffec.com(303) 643.5965 Denver Office5655 S Yosemite St, Suite 300Greenwood Village, CO 80111(877) 591-5959 | (303) 643-5959 Ken is the Branch Manager of the Denver office of FFEC Wealth Partners. In this role, he...
by Rachel Sitzman Bonner | Aug 23, 2019 | Advisor Bio, Billings
Registered Representativedsitzman@ffec.com(480)778.2064 Scottsdale OfficeKierland Corporate Center7047 E. Greenway Pkwy., Suite 350Scottsdale, AZ 85254(800) 687-3800 | (480)...
by Rachel Sitzman Bonner | May 17, 2019 | Advisor Bio, Scottsdale
Wealth Advisordan.m@ffec.com(417) 886-1111 Springfield OfficeBaron Financial Group, LLC2833-B E. Battlefield Suite 110Springfield, MO 65804(417) 886-1111 Dan brings over 20 years of experience dealing with complex financial plans for individuals and businesses under...
by Rachel Sitzman Bonner | Feb 19, 2019 | Advisor Bio, Scottsdale
Senior Wealth Managermercoline@ffec.com(480) 519-4989 Gilbert Office1206 E Warner Rd., Suite 210Gilbert, AZ 85296(800) 687-3800 | (480) 951-0079Team Ercoling Website: www.teamercoline.com Marty began his professional career by serving in the U.S. Air Force for 9...
