Miller joins financial services firm
LPL Registered Representative, Kristine (Bolinger) Miller, has joined local financial services firm, Comprehensive Planning Corporation. The addition of (Bolinger) Miller will help Comprehensive Planning Corporation grow and expand its depth of services while also allowing it to continue its tradition of offering personalized, unbiased guidance to clients.
“We are pleased to have Kristine (Bolinger) Miller joining our team,” said David Gaylor, CFP “I believe her commitment to offering personal service and trusted guidance aligns with our firm’s values and vision to put clients’ best interests first.”
Kristine (Bolinger) Miller was born and raised in Kokomo, where she returned upon her graduation from Taylor University, in 2008. She has spent the last five years teaching and coaching youth in the area school corporations.
Kostrewa honored by Five Star Professional
Gene Kostrewa, a financial advisor with Ameriprise Financial in Kokomo has been named a recipient of the 2013 Five Star Wealth Manager award by Five Star Professional. The award goes to less than seven percent of the wealth managers in the region based on research administered by Five Star Professional, a third party research firm.
To receive the 2013 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
As a financial advisor with Kostrewa & Associates a financial advisory practice of Ameriprise Financial Services, Inc., Kostrewa focuses on helping his clients plan for their financial goals for a lifetime through a personal long-term financial planning relationship. For more information, please contact Gene Kostrewa at 217 Southway Blvd. E., Ste 105 or by phone at 765-453-3648.
Still time to enter “Best Places to Work” competition
Employers still have time to enter the state’s annual competition naming the “Best Places to Work in Indiana. The Indiana Chamber of Commerce program, in its ninth year, honors top companies in the state as determined through employer reports and comprehensive employee surveys.