NORMAL, Ill., Aug. 23, 2023 /PRNewswire/ -- Announced by founder Krista McBeath, McBeath Financial Group, renowned for delivering concierge-level financial planning services, is solidifying its commitment to top-tier financial guidance with the latest addition of two CERTIFIED FINANCIAL PLANNER™ professionals to its Bloomington-Normal team. While Julie Karstens has freshly achieved her CERTIFIED FINANCIAL PLANNER™ certification, Zack Brewer entered the team already possessing this respected designation.
Zack Brewer, a CFP® professional who joined McBeath in May, is an established financial planner in the Bloomington-Normal, serving for nearly a decade on the wealth management team of a prominent regional bank before joining McBeath Financial Group in May of 2023. Earning his prestigious CERTIFIED FINANCIAL PLANNER™ certification in 2019, Zack's commitment to clients shines through his personalized approach to comprehensive planning and extensive expertise in wealth management.
Julie Karstens, a cornerstone to McBeath Financial Group with her leadership, work ethic, and remarkable financial planning and tax planning skills over the past two years, recently achieved her CERTIFIED FINANCIAL PLANNER™ certification. With a total of ten years of experience at a prominent local bank, Julie also holds the designation of Certified Trust and Fiduciary Advisor (CTFA), which she earned during her time in the bank's wealth management and trust department before transitioning to McBeath Financial Group in 2021.
"These new team members epitomize the level of excellence we strive to offer our clients," commented Krista McBeath, founder of McBeath Financial Group. "With CERTIFIED FINANCIAL PLANNER™ professionals like Julie and Zack, we are in an even stronger position to serve our clients' diverse financial planning needs."
McBeath Financial Group embraces financial advisory relationships with select families and individuals seeking to grow and preserve their wealth, sustain a comfortable lifestyle, and leave a legacy. They are passionate about delivering tested financial planning strategies and sound investment management services with clarity, confidence, and integrity.
To learn more about McBeath Financial Group, visit mcbeathfinancial.com or email info@mcbeathfinancial.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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SOURCE Krista McBeath
Financial Advisor Lauren Sukut, of the financial services firm Edward Jones, Sidney, MT, has received the Certified Financial Planner(TM), or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Becoming a CFP® professional expands a financial advisor's knowledge base in the following areas:
• Financial management
• Tax−sensitive investment strategies
• Retirement savings
• Insurance planning
• Education planning
• Estate considerations
In addition to the education and examination components of certification, Sukut also has committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.
Edward Jones is a leading financial services firm in the US and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8,000,000 clients with a total of $1.8 trillion in client assets under care at the end of June 2023. Edward Jones' purpose is to partner for positive impact to Boost the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.
BROOKINGS — Financial adviser Cam Jones of the financial services firm Edward Jones in Brookings has received the certified financial planner, or CFP, certification, granted by the Certified Financial Planner Board of Standards.
Becoming a CFP professional expands a financial advisor’s knowledge base in the following areas:
- Financial management
- Tax-sensitive investment strategies
- Retirement savings
- Insurance planning
- Education planning
- Estate considerations
In addition to the education and examination components of certification, Jones also has committed to abiding by the CFP Board’s Code of Ethics and Standards of Conduct.
Jones and Branch Office Administrator Chelsea Heckel can be reached at 605-627-1044. You can also visit Jones’ website at www.edwardjones.com/cam-jones.
