|
fleck@efleck.com
814-231-4921
|
Robert E. Fleck, CFP®
Bob has been involved in the financial services industry since 1969. He brings a wealth of knowledge and information to his clients through financial planning strategies. His professional dedication and commitment to excellence offers creative financial planning in the context of personal caring relationships. Providing you with peace of mind is his primary goal. The areas of practice that Bob has focused on include estate, trust and retirement planning, investment sales, implementation of life insurance policies including long term care products and tax planning. Bob has a Bachelor’s degree in Accounting from The Pennsylvania State University. He holds the (CFP®) Certified Financial Planner designation. He holds Series 7, 63 & 65 licenses and is an Registered Represntative of World Capital Brokerage Inc. and an Investment Advisor Representative of World Capital Advisors LLC.
|
|
|
|
tchilders@efleck.com
814-231-4921
|
Tracey J. Childers, CFP®
Tracey has over twenty years of experience with Lifestyle Financial Advisors, Ltd. Her experience covers, but is not limited to, business planning, tax planning, retirement planning and financial planning as well as investment securities. Tracey is the primary contact for placing and executing trades. Tracey has a Bachelor’s degree in accounting from The Pennsylvania State University. Tracey also holds the designation of (CFP®) Certified Financial Planner. She holds Series 7, 63 & 65 licenses and is an Registered Representative of World Capital Brokerage Inc.and an Registered Investment Advisor of World Capital Advisors LLC.
|
|
|
|
pwernecke@efleck.com
814-231-4921
|
Paulette H. Wernecke
Whether Paulette is contacting you to complete an application or answering a question for you, you can be confident she has made every effort to deliver the quality service you deserve. She submits insurance applications and contacts underwriters to follow-up on outstanding requirements. In addition to handling insurance issues, she is our Notary Public. Paulette holds an insurance license for life and fixed annuities.
|
|
|
|
mrburkholder@earthlink.net
814-231-4921
|
Marv Burkholder CPA
Marv has been involved in the financial services industry since 1969. He brings a wealth of knowledge and information to his clients through financial planning strategies. His professional dedication and commitment to excellence offers creative financial planning in the context of personal caring relationships. Providing you with peace of mind is his primary goal. He holds the CPA designation.
Marv holds Series 6 and 63 licenses and is an Registered Representative of World Capital Brokerage Inc. Marv also current hold his Life and Health Insurance license
|
|
|
|
804-267-7404
tsherman@wcaofva.com
|
Thomas Sherman
Mr. Sherman is registered with World Capital Brokerage Inc. (Broker Dealer) and World Capital Advisors LLC (Advisor). He served as a Senior Financial Analyst for Wachovia Securities from 2005 to 2006, where he was responsible for budgeting and forecasting for the Client Services Group. Prior to working for Wachovia Securities he worked as an auditor for Cherry Bekaert and Holland LLP in Richmond Va and Spencer’s Accountants and Financial Planners in Ballarat Australia.
Thomas holds Series 7, 27, 51 and 65 licenses and is an Registered Representative of World Capital Brokerage Inc. and an Registered Investment Advisor of World Capital Advisors LLC.
|
|
|
|
carozzoni@efleck.com
814.231.4921
|
Lori A. Carozzoni
Prior to joining Lifestyle Financial Advisors, Ltd., Lori spent eight years as an investment advisor to high net worth individuals, most recently serving as a financial consultant at Merrill Lynch. Her experience covers the entire range of accounting and financial functions, with special emphasis on retirement, investment and tax planning. Lori has a Bachelor’s degree in accounting from Elmira College, New York.
Lori holds Series 7 & 66 licenses and is an Registered Representative of World Capital Brokerage Inc.
|
|
|
|
|
 |
Jack Fleck
RETIRED
Jack retired in 2007 and returned to his hometown in Virginia.
|
