Page 110 - Mumme Booklet
P. 110
The Sweet Team Mission
The Sweet team partners with families and businesses to help them
achieve and maintain Financial Security. We develop your customized
Financial Plan, then implement world-class investment and insurance
solutions with continued strategic brainstorming on your behalf as we
work together through the years.
We believe everyone deserves the peace of mind realized through
lifelong Financial Security, and it is our mission to offer that at the highest
level of ongoing customer service and product quality
Scott R. Sweet,
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J.D., CLU , ChFC , CFP , RICP ®
Wealth Management Advisor
Matt Robb, Gary M. Veltidi,
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RICP® CLU , ChFC , RICP ®
Financial Advisor Financial Advisor
Paris Barnum, Nash Noorali,
Director of Operations Director of Client Relations
YOU
David B. Test, David C. Hene,
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CFP RICP ® CFP ®
Retirement Plan Specialist Long Term Care Specialist
Richard A. Asel, Tom Weilert,
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CLU , ChFC , CASL , RICP ® CLU , ChFC , RICP ®
Annuity Specialist Estate & Business Planning Specialist