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Jeffrey A. Kerman       David Volkman       Robert Kerman       Thomas G. Coyle       Jaimie M. Blackman

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Jeffrey A. Kerman, JD, CWS®
Wealth Partners Advisors, LLC

 

Jeffrey A. Kerman / Wealth Partners Advisors, LLC

Jeffrey Kerman is a J.D. and Certified Wealth Strategist who specializes in the estate planning, financial, insurance, tax and business planning processes.  Mr. Kerman is a member of the Premier Financial Advisors Strategic Team.  Prior to financial services, Jeffrey had substantial experiences as a business executive.  He was also a practicing attorney with special emphasis in tax, estate and business planning, and protecting assets for future generations.  His business and law experience augment his perspective and understanding of client’s needs and objectives.

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David Volkman
Financial Advisor - Wealth Partners

 

David Volkman / Financial Advisor – Wealth Partners

David Volkman is a Financial Advisor at Wealth Partners offering securities through First Allied Securities, Inc. Wealth Partners is an independent financial services firm that specializes in providing comprehensive financial planning and wealth management solutions to individuals, families, fiduciaries, small businesses and corporations. Some of the services offered by Wealth Partners include financial planning, asset management, insurance consulting, tax planning, and corporate retirement plan consulting.

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Robert Kerman, RFC, CWS
Robert Kerman Financial Services, LLC

 

Robert Kerman / Robert Kerman Financial Services, LLC

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Thomas G. Coyle

 

Thomas G. Coyle

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Jaimie M. Blackman, CWS®
President BH Wealth Management

 

Jaimie M. Blackman, CWS® / BH Wealth Management

Jaimie Blackman’s twenty five years of work experience span the fields of business consulting, wealth management, and financial education. He holds an MS in Education, a Certificate in Financial Planning, and is a Certified Wealth Strategist® practitioner. Jaimie is Creator of MoneyCapsules® Values-Based Discovery System, a simple process for Organize and Understanding all aspects of financial health, pre-requisites for making better money decisions.

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