Angie earned her Bachelor of Science degree in Marketing in 2000 from Jacksonville University, Jacksonville, Florida. She then earned her Series 7 - General Securities Representative Exam and her Series 66--Uniform Combined Investment Advisor registration/state law exam in 2004. Gina earned her Bachelor of Science in Mathematics in 2005 from Southern Illinois University at Edwardsville. She then e
arned her Series 7 - General Securities Representative Exam in October 2014 and her Series 66 - Uniform Combined Investment Advisor registration/state law exam in January 2015. Gene earned his Bachelor of Arts degree in Mathematics in 1970 from Greenville College. He then earned his Series 7 - General Securities Representative Exam in 1990, his Series 24-General Securities Principal registration in 1990, and his Series 65-Uniform Investment Advisor Registration in 1999. Angie and Gina are dedicated to developing lasting relationships with all their clients. They believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Angie and Gina is their ability to provide clear, easily understandable explanations of financial products and services. The personal program that Angie and Gina can provide is a road map to working toward a more secure financial future. Jeff, earned his Bachelor of Science in Business in 2000 from Jacksonville University, Jacksonville, Florida. He became licensed as a Certified Public Accountant in August 2013. Jeff is dedicated to providing bookkeeping services, payroll services, QuickBooks advising, Business consultation, entity selection, payroll and sales tax, tax preparation and planning to individuals and business owners. Jeff goes by the philosophy that everyone is entitled to have their tax preparation and accounting needs done professionally at a reasonable fee. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not provide tax or legal services.