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Shared History, Shared Values

| April 15, 2022
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Shared History, Shared Values

 

By now, many of you have heard the exciting news about Franklin Ochs joining CochranMickels Retirement Specialists.  I wanted to again share a little bit of the history that has brought us together.

Both Laura and Franklin began their careers as stockbrokers.  It didn’t take either of them very long to see that there was indeed a better way for people to accumulate wealth and provide for their retirement.  Both went to work for Charles Schwab and Company and held various positions in which they worked with individual investors to navigate the sometimes-choppy sea called Wall Street.  I joined them in Denver, and I worked in mutual fund operations.  One thing we all agreed on was there was a lack of unbiased guidance for investors.  At the time, Schwab was not offering any advice but was in the infancy stage of trying to figure out how to best do it.  At one point, Franklin and I joked we could start our own mutual fund comprised solely of company’s stocks that cared only for profit and shareholder value.  We even had our own ticker symbol picked out; one I am sure the SEC would never allow.

After a while, we all went our separate ways, still maintaining our friendship and desire to help clients accumulate the necessary wealth to live out their dream.   10 years ago, we started CochranMickels Retirement Specialists so that we could help people realize the retirement goals and dreams they have worked their whole lives for.  Our business and the number of families we serve has grown to the point where we needed help.  But finding the right person who shared our values and the level of service we wanted to provide was difficult.  We reached out to Franklin and here we are today.

Franklin is highly credentialed and educated.  He is one of only 3 people in Huntsville that hold the Chartered Financial Analyst (CFA) designation.  It is a rigorous curriculum and testing program.  Additionally, Franklin also holds an advance degree in economics.  Franklin and Laura also have the distinction of working with some of the largest firms in the U.S., Schwab and Fidelity. He is going to be an invaluable member of our team and a wonderful resource for our clients.  We can now boast that collectively, our firm now has over 80 years of experience helping investors from all walks of life, all across the nation.

Mike

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.

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