National Resources

National Resources

 

Fred Fedorowich CFP®, CRPC®

Director of Planning

Areas of expertise: Comprehensive and dynamic financial planning for the high-net-worth market.

Education: Bachelor's degree in Business Administration with a minor in Psychology from University of North Florida.

Professional designations: CFP®, CRPC®, Series 6, 7, and 65 FINRA registrations.

 

Mary Young

AVP, Planner Resources

Areas of expertise: Estate distribution strategies for high-net-worth families, senior executive compensation, tax return analysis, and retirement planning.

Education: Bachelor's degree from the University of Connecticut with concentrations in Finance and Accounting.