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Rick Garner, CFP®

Rick Garner, CFP®

Head Golf Professional

Followers of Rick Garner, CFP®131 followers
location of Rick Garner, CFP®Traverse City, Michigan, United States

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  • Timeline

  • About me

    Director of Wealth Management at DGN Wealthcare Advisors, LLC

  • Education

    • Crestwood High School

      1986 - 1990

    • Ferris State University

      1990 - 1995
      Bachelor of Science - BS Marketing/Professional Golf Management

  • Experience

    • Crystal Mountain

      Apr 1995 - Nov 2002
      Head Golf Professional

    • John Hancock

      Feb 2001 - Jul 2006
      Registered Representative

      Life, long-term care, annuity specialist along with holistic financial planning.

    • DGN Wealthcare Advisors, LLC

      Jul 2006 - now
      Director of Wealth Management

  • Licenses & Certifications

    • Series 7 and Series 65

      FINRA