Broker Check

Lynn C. Appelman

Certified Financial Planner™ CFP®

Alissa L. Conklin

Chartered Financial Consultant® ChFC®

Team

From left to right: Kate Polhill, Alissa Conklin, Lynn Appelman, Laurie Jones, Karin Seeley

 

Lynn C. Appelman

Certified Financial Planner™, CFP®

Financial Planner since 1983, titles and designations include: Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Investment Advisor Representative

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Alissa L. Conklin

Chartered Financial Consultant®, ChFC®

Full-time financial professional since 1999, titles and designations include: Chartered Financial Consultant® (ChFC®), Investment Advisor Representative, Registered ParaplannerSM (RP®), and Registered Tax Return Preparer

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With Appelman Financial since January 2006, job titles include Administrative Assistant & Web Content Coordinator

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With Appelman Financial since September 2010, job titles include Administrative Assistant & Client Event Planner

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With Appelman Financial since October 2015, job titles include Administrative Assistant & Communications Associate

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