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Who We Are
Our Goal is to be the "advisor
of choice" for clients and other professional advisors in the
areas of:
Business Owner Exit Planning - (www.exitplanning.com) Employee Incentive and Retention Plans Nonqualified Deferred Compensation Plans Estate & Insurance Planning
Mark Gerber, CFP®
Professional
and Education Designations
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Certified Financial Planner ™ practitioner (CFP®),
Certified Financial Planner Board of Standards, Denver, CO
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B.S. Degree, Business
Administration, Colorado State University, graduated with Honors
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ChFC and CLU designation
courses; The American College, Bryn Mawr, PA.
Memberships
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BEI Network of Exit Planning
Advisors™
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International Member; Million
Dollar Round Table (MDRT)
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National Association of
Insurance and Financial Advisors
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Gideons International
Personal
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I have lived in and been
involved with the community of Billings since 1962.
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Married for over 30 years;
Vickie and I have 2 married children and are proud Grandparents.
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My family relationships and
activities bring me great pleasure and are a high priority.
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I also enjoy sports,
conditioning, Bible studies, church involvement and spending time
with close friends.
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Jim Morrison, CFP®
AEP, CLU, ChFC,
Professional and
Education Designations
- Certified
Financial Planner ™ practitioner (CFP®) - Certified Financial Planner Board of
Standards.
- Accredited
Estate Planner (AEP) designation -Richard D. Irwin Graduate School
of the American College.
- Chartered
Financial Consultant (ChFC) - The Society of Financial Service
Professionals®.
- Chartered Life
Underwriter (CLU) - The Society of Financial Service
Professionals®.
Memberships
Personal
- My wife, Cara
and I have four children; Briana, Haley, Taven and James.
- I enjoy
playing Tennis, Cardio and Weight Training.
- Participate in
various Christian Fellowship Groups.
- Enjoy spending
time with my children.
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Securities and advisory products offered through Princor Financial Services Corporation, 800/247-4123, member SIPC. Insurance issued by Principal National (except in New York), Principal Life and the companies available through the Preferred Product Network®, Inc. Mark Gerber and Jim Morrison, Princor Registered Representatives, Financial Advisors, Senior Financial Representatives. Principal National, Principal Life the Preferred Product Network., and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Creative Business Strategies is not an affiliate of any company of the Principal Financial Group®.
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