From left to right: Laurie Jones, Lynn Appelman, Alissa Conklin, Keeyan Zimmerman, Nicole Hoffman, and Karin Seeley
Lynn C. Appelman
Certified Financial Planner™, CFP®
Financial Planner since 1983, his titles and designations include Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Investment Advisor Representative
Alissa L. Conklin
Chartered Financial Consultant®, ChFC®
Full-time financial professional since 1999, she is a Chartered Financial Consultant® (ChFC®), Financial Paraplanner Qualified Professional™ (FPQP™), Investment Advisor Representative, and Registered Tax Return Preparer
Keeyan R. Zimmerman
Investment Advisor Representative, Certified Pennie Broker
With Appelman Financial since October 2020, his job titles include Investment Advisor Representative and Certified Pennie Broker
Karin Webber Seeley
appelmanfinancial@trustmontgroup.com
With Appelman Financial since January 2006, job titles include Administrative Assistant & Web Content Coordinator
Laurie A. Jones
appelmanfinancial@trustmontgroup.com
With Appelman Financial since September 2010, job titles include Administrative Assistant & Client Event Planner
Nicole M. Hoffman
appelmanfinancial@trustmontgroup.com
Although initially working with Appelman Financial preparing income taxes in January 2020, Nikki started full-time in June of 2021, job titles include Administrative Assistant and Income Tax Preparer