LPL Financial - Mike Short

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm founded in 2006 by three partners with decades of experience in the financial planning field. John Engler, Matthew Garrow, Timothy Roth, Terry Stamper, & Karla Stanton, all CERTIFIED FINANCIAL PLANNERTM professionals, have a commitment to principles put forth by the CFP Board. Planners are registered representatives and Investment Advisor Representatives of Osaic Wealth, Inc. The planners in our firm have active memberships in the Society of Financial Services Professionals (SFSP) and are also active in several area Chambers of Commerce as well as many service and charitable organizations.

With a keen interest in helping people achieve and maintain financial independence, in 1990, Bob Bennett and Holly Jensen founded The Bennett Jensen Group, now known as Bennett Jensen Personal Wealth Advisors. We are Personal Wealth Managers that work with individuals, business owners, professionals, and retirees, who among other things, aspire to achieve financial independence. Bob and Holly have developed and refined the Compass Process to address their client’s life events as they evolve and their needs unfold. Our process aligns all aspects of your financial roadmap, giving you direction, purpose, and guidance.

Modern Portfolio Management is a subsidiary of National Financial Partners. Established in 1998, National Financial Partners is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network of more than 1,800 producers in nearly 45 states and Puerto Rico consisting of 160 owned firms and 210 affiliated third-party distributors specializing in life insurance and wealth transfer, corporate and executive benefits and fee-based financial planning.