Financial Professional Lisa Humphrey recently joined Park City Investment Center’s (PCIC) efforts to provide quality service as its newest Rollover & Savings Representative.
Humphrey graduated from Argosy University before completing her Series 6 and 63 certifications. She said the position will allow her to use her knowledge to help community members build secure futures.
“I get the opportunity to introduce people to investment options that can sustain their retirements or optimize their businesses,” Humphrey said. “They have their own jobs they are experts in. Investing is where I excel. I can help them thrive in life.”
Humphrey will join financial professionals Ryan Powers and Kurt Powers and Rollover & Savings Representative Jeff Konieczny in discussing retirement planning, plan rollovers, estate planning, retirement income planning, life insurance planning, and full investment portfolio options with interested community members.
Kurt Powers explained there are thousands of mutual funds, annuities, insurance options, and individual securities available to the average investor. The people at PCIC helps investors get the most out of their dollars.
“An investor on their own may sink $50 into buying one share of a stock,” he said. “We can take that same amount of money and spread it across a variety of investments.”
Those interested in discussing their investment options with PCIC can call 715.536.8351 or visit parkcitycu.org/planning/investing-retirement for more information.