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Austin, Texas Client Contact
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Client
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Scott
S. Van Den Berg Certified Financial Planner CFP®, ChFC®, CRPS®, CMFC®, AWMA(SM) Vice President svandenberg@cm-ic.com |
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Rich
Judd
Certified Financial Planner CFP®, ChFC®, Chartered Life Underwriter CLU® Chartered Advisor for Senior Living CASLTM Client Service Representative rjudd@cm-ic.com |
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David
Woytek
Chartered Financial Analyst CFA®, Certified Financial Planner CFP®, ChFC®, CPA, Chartered Life Underwriter CLU®, Client Service Representative dwoytek@cm-ic.com |
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Jarrod
Winkcompleck
Certified Financial Planner CFP® Chartered Financial Consultant ChFC® Chartered Retirement Planning Counselor CRPC® Chartered Mutual Fund Counselor CMFC® Chartered Advisor for Senior Living CASLTM Client Service Representative jarrodw@cm-ic.com |
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Special Projects |
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General
Office Staff |
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Sharon
Hawkins |
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David
Swann J.D., M.B.A., IACCPsm, CMFC® Compliance Officer/ Attorney/ Relationship Manager dswann@cm-ic.com |
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Phone: Toll Free (800) 664-4888 or (512) 329-0050; Fax: (512) 329-0816
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805
Las Cimas Parkway, Suite 430, Austin, Texas 78746 Map
& Directions
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