Grant C. Holdren, CFP®, CLU®, 2017, 2018, 2019, 2020 Five Star Wealth Manager
Christopher J. Lyman, CFP®, ChFC® Certified Financial Planner (TM)
Chris partners with clients to help structure their financial ideas and life goals, and then together form a comprehensive plan to achieve them. Chris holds his Life, Accident, and Health Insurance licenses and his securities registrations (Series 7, 63, & 65). He also holds the Certified Financial Planner® (CFP®) and Chartered Financial Consultant ® (ChFC ®) designations.
Isidore Ogoussan, CFP®,ChFC® Certified Financial Planner (TM)
Joint meeting with Grant Holdren, CFP®, CLU® and Christopher J. Lyman, CFP®
Schedule a joint meeting with both Grant Holdren, CFP®, CLU®, and Christopher J. Lyman, CFP®. This appointment is a 60 minute virtual meeting.