Dickinson Funding Advisors is happy to announce the addition of Cody Forbush to the agency. Forbush might be serving as a Wealth Advisor on our crew. He might be offering monetary planning and funding advisory providers to each people and small companies.
Forbush has over 10 years of expertise inside the monetary planning and funding business. He has handed the FINRA Collection 7, 63 & 66 securities registrations. As well as and most notably, he holds the CERTIFIED FINANCIAL PLANNER™ designation and has an MBA with an emphasis in Danger Administration. His most up-to-date work expertise concerned working with people nearing retirement with their particular retirement and legacy planning wants.
“We really feel very lucky to have somebody of Cody’s caliber be a part of our crew,” says Ron Dickinson, president and founding father of the agency. “Along with his decade of funding advisory and monetary planning expertise, Cody’s background in aiding with operating household companies and volunteering on neighborhood boards and youth packages will serve our purchasers very effectively for a few years to return. We count on Cody to play a key function in our present development, however finally, in our succession plan as effectively.”
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