Posted on Friday, May 02, 2014
BSB Investments is pleased to announce two new LPL Financial Advisors that will be assisting our Bippus State Bank clients, effective immediately. The two gentlemen that will be joining BSB Investments have extensive investment experience and have been advising clients on their investments for the last 20 years.
Rick Pearl holds Securities Registrations 7, 63, and 24 through LPL Financial, as well as his Life and Health insurance License. He earned his Bachelor’s Degree in 1994 from Indiana University at South Bend where he received the Excellence Award in Finance. Rick is a fishing enthusiast and donates his time to industry and non-profit issues. He is a current Board Member of the National Association of Insurance and Financial Advisors (NAIFA) Kosciusko and sits on the board of Baker Youth Club in Warsaw. He and his wife, Randa, have two children and reside in Warsaw, IN.
Doug Shepler started his career in the financial services industry with Smith Barney over two decades ago. Doug attended Indiana University-Fort Wayne where he majored in finance and economics. He is currently an LPL Registered Principal and holds the Series 7, 63 and 24 registrations along with the Investment Advisor Representative title through LPL Financial. He is a dedicated family man who enjoys spending time with family, friends and most of all his beautiful granddaughter. Time permitting, Doug also likes to read, jog and golf.
Rick and Doug’s educational background and experience allows them to focus on the wealth management needs of BSB Investments clients. Whether it is investments, life or long term care insurance, retirement or estate planning issues, they have the experience and product knowledge to assist you.
As always, your financial success is our first priority. Please call Joni and make an appointment with our new financial advisors to review and discuss your investment goals. She can be reached at (260) 356-9794.
Posted in Employee Annoucements