Printer FriendlyLLG Team
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Jon Dewar, President LPL Financial Advisor, MBA Jon Dewar founded LLG Financial with partners eight years ago with the passionate idea that wealth management and financial planning advice must be unbiased and must only be given after thoroughly understanding client's goals, concerns, and dreams. Read More... |
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Al Howell, LPL Financial Advisor and Investment Advisor Representative (IAR), Managing Director, CLU®, ChFC®
With 30 years in the financial services business, Al is a member of MDRT Court of the Table in 2008 ranking him in the top 10% of advisors. As one of LLG’s most experienced LPL team members he is often brought in to assist with more advanced client cases. Read More... |
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Wat Keys, CFP®, CRPS® Wat entered the financial services industry in 1983 as a financial planner. For the past 16 years, Wat has specialized in corporate retirement plans, adding his considerable expertise to his clients’ organizations as a trusted partner. Read More... |
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David Grubbs, CPA, CFP®, CLU®, ChFC®
Dave is a Certified Public Accountant (CPA) and tax consultant for LLG Financial. Along with 30 years in the financial services field, his in-depth CPA knowledge helps everyone at LLG handle client questions, especially those relating to estate and income taxes. |
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Tim Gardner, AIF®
Tim brings clients more than 18 years of experience with retirement plans and retirement planning. Prior to joining LPL Financial, LLG Financial and the Retirement Geeks network, Tim was in charge of compliance and operations and was also a Pension/401k consultant at Charles Schwab, Lincoln National, and Merrill Lynch. |
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Nikki Kourie, Executive Assistant to President Nikki has been excelling in client services ever since graduating with Honors from the University of North Carolina in Chapel Hill. Read More... |
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Rick Field, Database and Analytics Manager |
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Ray Nock, CFEd®, RFP® Client Education Liaison Ray Nock is a CFE Certified Financial Educator®, Registered Financial Planner®, and is the liaison between LLG Financial/RetirementGeeks.com and organizations which are looking for more financial education for their group participants. |
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Carol DeLucia, Long Term Care Specialist |
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René Rodriguez, Marketing and Communications Consultant
Rene’s background in branding, design, marketing, and client outreach made him an ideal fit for LLG, which he initially helped as a consultant until formally coming on board. |
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Dr. German Garcia Fresco, Ph.D., Consultant German is an entrepreneur, financial services consultant, and a technology expert. He runs several companies in addition to his work with LLG and he received his PhD from the University of North Carolina at Chapel Hill. Read More... |