Investment Research & Planning Analyst - LPL Registered Administrative Assistant
Shanzer works on the Investments & Planning team and he is responsible for market research and preparing financial planning reports for our clients.
Shanzer is a CFA Level I candidate with a bachelor’s degree in Finance and a minor in Insurance and Risk Management from Michigan State University. He also holds FINRA series 7 and 66 registrations through LPL Financial.
When he is not working, Shanzer likes to hike, travel, spend time with family, and play soccer.