Broker Check
 

OSJ Support

Tod R. Phillips, CLU, ChFC

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.


 
Sally Cholewka

Sally Cholewka

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.


 
Benson Frost

Benson Frost

Business Development

Business Development. Benson’s experience in the investment & insurance industry coupled with his FINRA Registrations allows him to support Advisors with both Client Case Design services and Non-OSJ Compliance requirements. Benson is knowledgeable with Morningstar, Post Retirement Navigator, Financial Profiles, LPL’s Portfolio Manager Reports and other programs that support Advisors in Client meetings. He also provides Advisors assistance with Long-Term Care and Insurance Planning. Benson serves as our Champion on helping Advisors move their offices into being “Paperless.” He holds a Series 7 and 66 registrations through LPL Financial.