Howie has been a Registered Representative serving the investing community since 1975, a career spanning more than 40 years. He will help you design a personalized, customized investment portfolio. Howie believes that the key to successful investing is giving the client a real voice in how he or she wants his or her portfolio managed and then choosing a fee structure that meets his or her needs. Howie stresses communication and insists on meeting with clients at least once per year to discuss results and plan for the future.
As part of his emphasis on communication, Howie writes a monthly column for the local newspaper, and he shares that column with clients who do not reside locally. He also appears on a local radio station talk show every quarter to discuss the stock market results for the year to date. Howie's clients stretch from the Upper Peninsula of Michigan to the San Francisco Bay, back through Arizona and on to Florida. He is an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser, and member of the Butler County Chamber of Commerce.
If you are tired of little or no communication with your investment advisor—tired of never really knowing how you are doing—then perhaps you should talk to us.
Jodi is an administrative assistant with a background in banking. She is the mother of two children, Floyd and Kyle. She works Monday, Tuesday, and Wednesday.
Deanna works Thursday and Friday.
She is married to Aaron Rensel and is a mother of three and has one granddaughter. She also has two Australian Labradoodles.
She has a background in accounting and bookkeeping.