Registered Investment Advisor / Mortgage Expert with 25+ years experience. Honest and results driven individual relying on strategic planning to exceed client expectations. Build solid relationships to create loyalty and trust, a consultative approach, not a "one-time" transactional focus. My company offers Home Mortgage (Purchase/Refi) services and also advice in all aspects of the financial industry including: Individual Investments, Retirement Planning, College Planning, Wealth Building, Life Insurance and Annuity Assistance.Small Business Retirement Plans: Value add is not only the cost savings and better overall platform, but also the willingness to meet with each individual employee and act as their personal financial advisor. Addresses single greatest problem of employees not understanding their retirement options. Great for recruiting and retaining employees. Series 7, Series 66, NMLS #1434268, Health & Life Insurance #3475512.Jrhode@crossoverfg.com --- (630) 750-8317