Obsidian Personal Planning Solutions:
Personal Financial Planning
Client Event Pictures
Patrick K. Carroll, CFP® | Rockville, MD
Patrick is founder of Wealth Strategies Group in Rockville, Maryland. One of the country’s leading financial planners, Patrick has worked with hundreds of successful families and individuals over the past two decades. He is guided by the belief that financial planning is about people and relationships, not about money and financial products.
Ron Butt, CFP®*| Louisville, KY
Ron Butt is President and Managing Partner of ARGI Financial Group. He offers his clients over two decades of experience in advising both individuals and businesses in the various areas of financial planning. Ron is very active in both professional and civic organizations throughout Kentucky including the Financial Planning Association, the YMCA, the Kentucky Higher Education Assistance Authority and the American Cancer Society.
* Ron Butt is not a NPC Registered Representative.
Jim Clinton | Las Vegas, NV
Jim Clinton is founder and Managing Member of Independent Planning Associates, LLC. He offers his clients over fifteen years of experience in providing both individuals and small businesses with comprehensive and detailed advice in the various areas of financial planning.
John Grace | Westlake Village, CA
John Grace is President of Investors Advantage and Registered Principal of a team of Financial Advisers with National Planning Corporation. John is only one of 200 in the country who is a member of the H.S. Dent Advisor’s Network that “help people understand change.” Over the last two decades John has given his clients the service they deserve. He created Investors Advantage, where he strives to provide every advantage to the investor.
Jeff Motske, CFP® | Huntington Beach, CA
Jeff Motske is President of Trilogy Financial Services. Jeff started Trilogy with the idea that to be successful you need to look forward and to develop relationships, not products. He believes in treating people with respect, honesty, integrity, and service excellence..
Stuart Paris, CIMA | Great Neck, NY
Stuart Paris is the founder and President of Paris International Corporation, an Employee Benefits Consulting Firm and the creator of the Personal Purpose Experience™ to help individuals achieve their personal purpose in life by having enough money, achieving their life objectives and making a difference.
Alex Vasilantone, Jr. | Somerville, NJ
Alex Vasilantone, Jr. is the OSJ Supervising Principal of U.S. Advisory LLC, an organization established by his father in 1957. Alex has continued his father’s legacy of assisting clients in every aspect of their financial lives and to work closely with them to help them achieve their goals.
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Client Relationship Summary
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Triad Advisors, member
. Advisory Services offered through Obsidian Personal Planning Solutions, LLC. Obsidian Personal Planning Solutions, LLC, and Obsidian Personal Planning Solutions, Inc, are not affiliated with Triad Advisors.
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