Retirement Planning | Nationwide | Seeman Holtz Advisory

The Ladder: JCM Global promoted Dana Talich JCM Global has promoted Dana Talich to vice president of Finance and Legal. She is based in the company’s Americas headquarters in Las Vegas. In her new role, Talich oversees all financial and legal activities for JCM Global , as well as regulatory and product compliance, and information technology.

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Prior to joining the Seeman Holtz Family of Companies, Patrick Jeffers served as. He has extensive experience in the insurance and financial services arena in.

“Juggling the multitude of financial priorities that are a reality for most families can be overwhelming, from saving for college, to planning for retirement, to building an emergency fund, to.

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Mr. Wilcox is a financial advisor with authenticity, borrowing from his experience. in 2001 to deliver financial, investment, tax and estate planning advice to over 300. Lou Holtz/Upper Ohio Valley Hall of Fame, 2008 Distinguished American.

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Feb. 10, 2018 /PRNewswire/ — Seeman. insurance and retirement solutions to our tens of thousands of current clients," said Eric Holtz, Executive Vice President, and Chief Marketing Officer.

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