We are pleased to announce that we have partnered with Jasen Dahm to assist us with our portfolio management. Jasen is part of our Office of Supervisory Jurisdiction (OSJ) and sits with Laura on the investment committee board. Jasen is Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA). Jasen holds advance degrees in accounting and finance and has recently become a published author, “Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement.” It was recently the top selling finance book on Amazon and we will be getting signed copies of his book to our clients soon.
We were disappointed that Franklin didn’t work out, but we are fortunate to have Jasen partner with us in our wealth management and advanced planning areas including tax planning. Jasen shares our common values of investing and retirement planning. With the continued turbulence in the market, we feel like having someone of Jasen’s proven expertise invaluable in helping our clients achieve their desired goals in planning for and living out their retirement dreams.
Mike Mickels is the President of CochranMickels Retirement Specialists and an avid sporting clay competitor. CochranMickels Retirement Specialists provides personalized planning and investment services to individuals approaching and in retirement. They also provide retirement and benefits training to Federal employees. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. CochranMickels and Cambridge are not affiliated.