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Leadership Edge For Wealth Management & Decision Making
BEN T HUDDLE CFP MBA CRPC
Director of Financial Advisory Services
- Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.
- Master’s degree in Business Administration for The University of Houston and a Bachelor’s degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.
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