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Kevin GrelleFinancial Advisor — Chapter Director Three City Place Drive, Suite 590 View Professional Biography of Kevin Grelle… Kevin R. Grelle is the St. Louis Chapter Director of the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals such as Financial Advisors, Mortgage Professionals, Attorneys, and Accountants. These financial service professionals donate their time to conduct instructional workshops on important financial topics, ranging from retirement planning, to estate planning. The Foundation for Personal Financial Education conducts hundreds of workshops each year for companies, organizations, institutions, and associations of all types. Kevin holds a Bachelor of Arts degree in Communications with a minor in Marketing from St. Louis University. Kevin is also a Retirement Planner and a Registered Representative with LPL Financial. Kevin is excited to be associated with the #1 Independent Broker-Dealer in the United States. He is registered in the states of Missouri, Illinois, Wisconsin, Florida and California. Kevin has taken it upon himself to actively address the problem with our present educational system. Kevin believes we are taught in school the necessary skills to get a job and enhance our present standard of living. However, we are really ever offered the opportunity (at any level in school) to learn even the basic financial planning strategies of diversification, and risk reduction, in order to help secure our individual longer-term financial futures. Therefore, Kevin firmly believes that education is the key to helping people meet their unique financial needs, goals and objectives. He is able to provide this valuable service through various educational workshops and personal consultations. Kevin is a dynamic and entertaining presenter and was recognized once again in St. Louis Magazine (March 2010 issue as a two-time winner) with the coveted Five Star Service Award as one of the top advisors in the St. Louis area. Kevin holds many memberships and volunteers his time to consistently assist the following organizations each year in helping others. 1) Toys for Tots, 2) Senior Resource Team, 3) HRMA, and 4) the Knights of Columbus (Council 9981). Kevin is married to his wife Elizabeth, has one daughter, Laurel, and he plays adult hockey for the St. Louis Tigers. |
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Mike CullenReal Estate Professional 1614 Country Club Paza Drive View Professional Biography of Mike Cullen… Mike Cullen is a Chapter Director for the Foundation for Personal Financial Education, a non profit educational organization comprised of various financial professionals providing current and pertinent financial information through instructional workshops and individual consultations. Mike comes from a long line of financial service family members. He brings energy to the community through hands on personal experience. Mike is a graduate from Johnson & Wales University where he received a Bachelors degree in Financial Services Management (Cum Laude). He has spent many years at various financial firms until turning his passion for investing into a career in Real Estate. As a full time Real Estate professional, Mike has earned the designation, Graduate of Realtor Institute (GRI). Mike has been the top producing agent in his office since 2003. Mike has volunteered much of his time to the community to help others understand the importance of home ownership. He prides himself on educating sellers and buyers on market conditions affecting their transfer of ownership. Mike believes everyone should own a piece of the American Dream and is excited to bring financial knowledge and education to the community through his role with the FPFE. |
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Melinda MovickMortgage Professional Three City Place Drive, Suite 590 View Professional Biography of Melinda Movick… Melinda Movick is a Chapter Director for the Foundation for Personal Financial Education, a non profit educational organization comprised of various financial professionals providing current and pertinent financial information through instructional workshops. Melinda is founder of 1 Stop Mortgage, Incorporated. With 15 years of financial experience, she has acquired extensive knowledge of the mortgage and banking industry. Melinda has held a variety of positions with local banking institutions including Loan Manager, Vice President of Consumer Loans, and Director. Her comprehension of the financial industry coupled with an ability to cultivate business-to-consumer alliances allowed a seamless transition into the mortgage industry in 1999. Believing the mortgage industry has an obligation to the client to review every borrower’s unique financial situation, Melinda requires a Mortgage Analysis for each loan. The mortgage loan process is handled in a professional manner while working as a partner with the borrower throughout the loan process. She feels it is important to build relationships with the client in order to build the business. Encouraging professional growth, Melinda Movick is co-founder of a business network group, BNG. Since its inception in 2004, the group’s membership has grown, consistently. Hence, BNG has become a successful networking option for motivated business professionals in the St. Louis Metropolitan area. As a member of the Board for the MDA / ERA Annual Golf Tournament, Melinda takes pleasure in donating her time to the Muscular Dystrophy Association. She also contributes time and resources to African Vision of Hope and Toys for Tots. Melinda truly has a passion to teach others about the importance of real estate in everyone’s portfolio. Owning your own home is the cornerstone of your financial plan and the management of this asset through intelligent mortgage planning is critical for your financial success. A native of St. Louis, Melinda is married and the proud mother of two sons. She has earned a bachelor’s degree in Communications from the University of Missouri —St. Louis. |
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Travis W. FreemanFinancial Advisor Three City Place Drive, Suite 590 View Professional Biography of Travis Freeman… Travis is a member of the St. Louis Chapter of the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals such as Financial Advisors, Mortgage Professionals, Attorneys, and Accountants. These financial professionals donate their time to conduct educational classes on important financial topics, ranging from retirement planning, to estate planning. The Foundation for Personal Financial Education conducts hundreds of workshops each year for companies, organizations, institutions, and associations of all types. A graduate of Missouri State University, Travis holds a bachelor’s degree in finance with a minor in economics. He has also received further education from the College for Financial Planning, which he has achieved the professional designation of Accredited Wealth Management Advisor, or AWMASM. Travis also comes from a background of hard work and leadership of which he has received numerous awards. These roles include serving as an alumni corporation board member and president of his fraternal organization, as well as the president of the Financial Management Association with the MSU College of Business. Travis was also named as one of the top 3% of “St. Louis’s Best in Client Satisfaction Wealth Managers” in the March 2009 edition of St. Louis Magazine. As a dynamic and motivational speaker, Travis and his chapter members have presented to over 175 companies in the St. Louis area. He enjoys sharing this type of education, given that it is not traditionally taught in our current education system. You can tell that Travis is passionate about sharing his knowledge after observing his classes. You will truly walk away motivated, educated, and with a better sense of confidence in your financial future. |
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Danton K. Troyer, CFP®Financial Advisor Three City Place Drive, Suite 590 View Professional Biography of Danton Troyer… Danton Troyer is a member of the St. Louis Chapter of the Foundation for Personal Financial Education and provides local employees with educational presentation along with a team of other professionals. All of the professional donate their time to help educate St. Louis on important financial concerns. Each year the foundation hosts hundreds of workshops to employers, organizations, institutions, and associations of all types. A graduate of Missouri State University, Danton holds a bachelor’s degree in Marketing with a minor in E-Business. Danton Troyer is also a financial consultant with Four Seasons Wealth Management and works with families and businesses to achieve their financial goals. Danton is Series 7 & 66 registered with LPL Financial, Insurance licensed, and holds the CRPC® (Certified Retirement Planning Counselor) designation through the College of Financial Planning. In December of 2008 Danton was awarded the David M. King merit scholarship through the College for Financial Planning which will allow him to begin his studies towards the Certified Financial Planner designation. |
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