Grant C. Holdren, CFP®, CLU®, 2017, 2018, 2019, 2020 Five Star Wealth Manager
Grant has been a part of the financial services industry since 2003 with the focus on guiding clients to build, manage and protect their wealth. He is a Certified Financial Planner® (CFP®) and Chartered Life Underwriter ® (CLU ®). He also holds his Life and Health Insurance licenses and his securities registrations (Series 7, 63, & 65).
Christopher J. Lyman, CFP®, ChFC® Certified Financial Planner (TM)
Chris partners with clients to help structure their financial ideas and life goals, and then together form a comprehensive plan to achieve them. Chris holds his Life, Accident, and Health Insurance licenses and his securities registrations (Series 7, 63, & 65). He also holds the Certified Financial Planner® (CFP®) and Chartered Financial Consultant ® (ChFC ®) designations.
Isidore Ogoussan, CFP®,ChFC® Certified Financial Planner (TM)
Isidore works alongside restaurant owners, food, and equipment suppliers, as well as beverage distributors offering guidance on how to implement financial strategies that will help grow and protect their businesses. Isidore is an Executive Board Member of the Pennsylvania Restaurant and Lodging Association (PRLA). He is a Certified Financial Planner® (CFP®) and also holds his securities registrations (Series 7 & 66).
Joint meeting with Grant Holdren, CFP®, CLU® and Christopher J. Lyman, CFP®
Schedule a joint meeting with both Grant Holdren, CFP®, CLU®, and Christopher J. Lyman, CFP®. This appointment is a 60 minute virtual meeting.
