Support Services Offered Through America Group
Tod R. Phillips, CLU, ChFC
Chief Compliance Officer
Chief Compliance Officer. Tod’s 40 years of industry experience offers a remarkable amount of knowledge and expertise. Tod is a system specialist who manages all compliance systems and operations for America Group Retirement Strategy Centers. His strengths include the broadest knowledge base of LPL products, case design tools, and business development practices.
Para Planner Services
Para Planner Services. Sally provides analysis and assists in the case design of comprehensive plans and reporting tools. She holds a Series 7, and 66 registrations through LPL Financial and is proficient in LPL’s online tools including Wealth Vision/eMoney, LPL Portfolio Review, and other financial planning applications.
Randy works closely with Sally Cholewka Director of Financial Planning in the America Group Financial Planning Department. His role includes analyzing clients' financial situations and collaborating with advisors to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of platforms. He holds a Series 7 and 66 registrations with LPL Financial.
America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Diversified Financial Concepts.