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Client
Service Representatives
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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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John
B. Dixon
Certified
Financial Planner CFP®
Client Service Representative
jdixon@cm-ic.com
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Rich
Judd
Certified
Financial Planner CFP®, ChFC®,
Chartered Life
Underwriter CLU® Chartered
Advisor for Senior Living CASLTM (CASLTM)
Client Service Representative
rjudd@cm-ic.com
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John
Purvis
Certified
Financial Planner CFP®
Client Service Representative
jpurvis@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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Arthur
Vangeli
Certified Financial Planner CFP®
Client Service Representative
avangeli@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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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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