Samuel B. Gregory Jr. CLU, ChFC, CFP
Samuel B. Gregory Jr. is a 1951 graduate of Indiana University. Since 1951, Mr. Gregory has been involved in the insurance and related financial services businesses. He received the Chartered Life Underwriter designation from the American College in 1962, and the Chartered Financial Consultant designation from the College in 1983. In 1987 he was admitted to listing in the Registry of Financial Planners, an organization of financial planning professionals granting membership to applicants who meet stringent testing and practical experience criteria. He received his Certified Financial Planning Degree (CFP) in 1995.
In addition to servicing the life insurance clientele he has developed over more than 50 years, Sam concentrates his practice on business owners and high net worth individuals seeking solutions to business succession and estate distribution problems.
Insurance Licensed and Registered Representative in the following states: CO, FL, IN, IL, MN, ND, OH.
Samuel B. Gregory CLU, ChFC, CFP® is a Registered Representative of Fintegra, LLC; and offers securities and products through Fintegra, LLC a Registered Broker/Dealer, Member FINRA/SIPC.
Randall L. Shaw, J.D., CLU
Randy Shaw holds an undergraduate degree from the University of Wisconsin (Bachelor of Business Administration ? Risk Management and Insurance, 1974), and a law degree from Indiana University ? Bloomington (J.D., 1977). In 1981, he received the Chartered Life Underwriter (CLU) designation from the American College. He has had several articles on insurance and financial matters published in professional publications.
Randy provides administrative services to Qualified Retirement Plans of small businesses, as well as estate analysis and planning services for business owners and high net worth individuals. He also provides analysis of estates, wills and trusts and employee benefits for clients. He has over 25 years of experience in the areas of insurance, estate, and financial planning, and wealth transfer and wealth preservation planning.
Randall L. Shaw J.D., CLU is a Registered Representative of Fintegra, LLC; and offers securities and products through Fintegra, LLC a Registered Broker/Dealer, Member FINRA/SIPC.
Cory R. Reckard, CPA, CAP
Cory R. Reckard, CPA, CAP, was born in Huntington, Indiana, where he attended Huntington North High School. He received his Bachelor of Science in Accounting from Manchester College, and worked as a Certified Public Accountant for 15 years. He has been a member of the AICPA since 1996. Cory worked in the Financial Reporting Department of a manufacturing company in Huntington for 2 ½ years; afterwards relocating to a downtown Indianapolis CPA firm where he worked for one year, and then worked at a Bluffton CPA firm for 9 years. Since 2003, Cory has served his clients as an Independent Advisor.
Cory has licenses in Investment Advisory Services, Securities, and Fixed Investment Products such as life insurance and long-term care, and has been a member of prestigious investment and insurance organizations.
Cory brings specialized knowledge to Estate and Retirement Planning due to his diversified investment knowledge and income tax background. His primary focus is analyzing individual circumstances in order to design and implement plans which help clients align their actions and intentions and achieve the peace of mind they seek.
People choose to work with Cory because of his dedication to serve as a resource to help them identify problems and provide solutions in their financial and business lives. What this means is that he will focus on what matters most to you; and will build a plan that will lead you from where you are today to where you want to be. The benefit is that you will have the confidence to take action on opportunities that are tailored to serve you and your family.
Carolyn J. Coder
Carolyn J. Coder is a licensed agent and has over 30 years experience in the Group and Individual health, disability and long term care area. She also is the coordinator for the organization serving as a liaison between the clients and the principals.