Universal Financial Group

Description

Larry has over thirty years experience in the financial industry. A Registered Investment Advisor, Chartered Financial Consultant and holds a Masters Degree in financial services. He is listed in Who’s Who in Finance & Industry and Who’s Who in America, inclusion in which is based upon achievements and occupational standing.*Richard Glenn, Jr. Financial Consultant With over thirty years of experience in the financial industry, Rich specializes in Pension Design & Retirement Accumulation and Distribution Planning. He is qualified to appear before the IRS concerning Pension matters. He holds an Advanced Pension Plan certification from the American College. *William Albair, D.D.S., M.S. Financial Consultant After spending more than 25 years as a dentist and periodontist, Bill has transitioned to the financial industry. He is a member of our Registered Investment Advisor and concentrates on working with individuals that need an overseer of their financial plans. Bill has been a successful investor himself over the years and an experienced business owner. He is aware of the needs of the dental community and how to accumulate and preserve assets.*Brian Lock, CERTIFIED FINANCIAL PLANNER™ PRACTITIONER Financial Consultant Brian holds a BA in Business Administration and a BS in International Studies from the University of Missouri. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and has eight years experience at UFG. In addition to working with clients, Brian is the team’s investment analyst. He reviews what stocks, bonds, other investments and money managers are appropriate for our clients’ needs. Patti Hartmann Operations Manager Patti’s background is in Credit Union Management. She was Branch Manager for Anheuser Busch Credit Union for 15 years. Patti primarily assists Larry Lock in client management and operations. Kaye Propst 401(k) Information Manager Kaye works with Rich Glenn in administering retirement plan services and reports. Kaye previously held a similar position at General American Life. Renee Davis Receptionist/Client Contact Manager Renee is our primary first contact person at UFG. Her background was working for the State of Missouri in an administrative capacity.

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