Thank God It’s Friday! We’ve all made it through another work week, and hopefully it was a productive one.
What have you been up to this past week? Did you make your quota, launch a new campaign, or close out an old project? We’d love for you to share with us what’s going in your world as we share what’s been happening here at TalenAlexander.
Whether building a college fund for your children, putting away for relocation after retirement, or saving for an unexpected life event, Ross, Lynn, and Michael have your back.
Ross Marynell, CRPC
Meet Co-Founding Member and Manager, Ross Marynell. Marynell is a licensed Investment Advisor Representative (AlphaStar Capital Management, LLC) hailing from Evansville, Indiana specializing in Individualized Retirement and Investment Solutions.
“Too often, the focus of financial planning is isolated simply to dollars and cents. Although, investment returns are an important objective, the true benefit of establishing a comprehensive financial plan is to provide for and protect the ones we love most in our lives.”
Meet Co-Founding Member and Manager, Lynn Myrick. Myrick is native Charlottean who began her career in financial planning services after “recognizing a paucity of trusted advice, expertise and personalized service in this arena.”
She has lent her experience in the healthcare industry as a retirement planning professional — She has her Life & Health, as well as a certification in Para-planning.
Michael H. Baker, CFP, RICP
Meet Co-Founding Member and Manager, Michael H. Baker. Baker is a Certified Financial Planner (CFP) and Investment Advisor Representative (AlphaStar Capital Management, LLC)– Baker also currently holds a Life/Health and Property/Casualty insurance licenses, along with the Series 65 securities license.
“Today, there are too many people that find themselves in a difficult position with their finances as they plan for today and for their retirement years. They know they need help but they simply don’t know whom they can trust, and we want to earn that trust by growing and developing relationships with our clients and their families.”
Through establishing a partnership with VCA, they’ll provide their financial education and experience to help you design an actionable plan to turn the lifestyle of your dreams into a reality.
For more information on Vertex Capital Advisors, contact them by phone at (704) 556-1388 or email at [email protected]