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Find an Advisor

Arizona

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Adam Lunceford

Regional Vice President

BIOGRAPHY

Adam Lunceford is a Regional Vice President for Householder Group and a Registered Representative with LPL Financial. He has been in the financial services industry for over ten years and holds the following securities registrations: Series 7, 63 and 66, through LPL Financial, as well as Life/Health/Disability Insurance licenses.

As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation portfolios in order to focus on capital preservation and multi-generational wealth management. READ MORE


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Alexander Koury, CFP®

Vice President of Investment Planning

BIOGRAPHY

Alex Koury is a CERTIFIED FINANCIAL PLANNER™ and investment manager for Householder Group Estate and Retirement Specialists, LLC in Scottsdale, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through LPL Financial. Alex is also licensed through the state of Arizona for life, accident/health, disability, fixed and variable annuities and property and casualty insurance. READ MORE


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William E. Backes, Certified Estate Planner

Regional Vice President

BIOGRAPHY

William E. Backes (Bill) has 30 years of experience in the financial services industry and has practiced portfolio management and estate planning in Arizona since 1983. In addition to being a Certified Estate Planner, he holds the following securities registrations: Series 7 & 63 – General Securities, Series 65 – Registered Investment Advisor, Series 24 – Registered Principal, through LPL Financial. Bill is also licensed through the state of Arizona for life, accident/health, disability, fixed and variable annuities and property and casualty insurance. READ MORE


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Steven Johnston, CFP®, CWS®, RICP®

Regional Vice President

BIOGRAPHY

Steven Johnston is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years of industry experience. He holds series 7, 63 and 65 securities registrations through LPL Financial. Steven is also licensed through the state of Arizona for life, health and disability insurance. He graduated from Seattle Pacific University with a Bachelor of Arts Business Administration then went on to obtain a Master of Science Financial Planning from the College for Financial Planning. READ MORE

California

Alan Coldiron<Alan B. Coldiron, AAMS®, Certified Estate Planner

Regional Vice President

BIOGRAPHY

Alan Coldiron, a seasoned professional in the financial service industry, offers over 20 years of financial services experience and specializes in business and retirement planning. Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service including regular portfolio reviews and performance analysis. Alan holds the following securities registrations: Series 7, 63 (held through LPL Financial), and 65 as well as Life/Health/Disability Insurance licenses.READ MORE


Ivy Pierson<Ivy Pierson, MBA, Certified Estate Planner

Regional Vice President

BIOGRAPHY

Ivy Pierson is Regional Vice President for Householder Group Estate & Retirement Specialists, LLC and also a Registered Representative with LPL Financial. She has been in the financial services industry for 12 years and holds the following securities registrations: Series 7 and 66, as well as Life/Health/Disability Insurance licenses.

As a Registered Investment Advisory firm, Householder Group Estate & Retirement Specialists specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation portfolios in order to focus on capital preservation and multi-generational wealth management. READ MORE


Jerry BlakelyJerry S. Blakely, CFP®, ChFC

Regional Vice President

BIOGRAPHY

Over 25 years of experience in the financial service industry is what Jerry S. Blakely, CFP® brings to the table. Clients range from those who are planning for retirement to those who are already retired and wish to preserve their wealth so they never run out of money. Jerry is a CERTIFIED FINANCIAL PLANNER™ professional, holding the Series 6, 7, 24, 63 and 66 securities registrations (6, 7 and 24 are held with LPL Financial). He also holds a Bachelor’s and Master of Arts Degree from California State University, Northridge.

Jerry is well-respected and has established a premiere financial advisory firm in both the Antelope and Santa Clarita Valleys in California. He brings his knowledge and experience to others by also teaching “Retirement Planning Today®” courses in Lancaster and Santa Clarita, CA. Jerry finds it very important that people understand the many nuances of building and retaining wealth as they begin to think about retirement, or are already in retirement.READ MORE


Judith DolleJudith A. Dolle, Certified Estate Planner

Regional Vice President

BIOGRAPHY

Judith A. Dolle has over 30 years of experience in the financial services industry She is a Certified Estate Planner and holds the following securities registrations: Series 7, 24, 63, and 66 held with LPL Financial. She also holds a Life/Health/Disability Insurance License in the state of California.

Judith is a Regional Vice President of Householder Group Estate & Retirement Specialists. She is also a Registered Representative with LPL Financial, the largest independent broker dealer in the nation (As reported by Financial Planning magazine, June 1996-2013, based on total revenue). As a Registered Investment Advisory firm, Householder Group Estate & Retirement Specialists focuses on developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes appropriate asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE


Veronica AaronVeronica Aaron

Regional Vice President

BIOGRAPHY

Recognized as a top professional in the financial service industry, Veronica Aaron has over 18 years of experience and has built her career upon a foundation of exemplary client service. Veronica has been recognized as #1 advisor in the nation with Householder Group for “Excellence in Client Service” for seven consecutive years. Veronica has been featured on CNBC Power Lunch, Market Watch and Investment News for her knowledge on investment strategies. Veronica holds the following securities registrations: Series 24, 7, 63 and 66 held with LPL Financial. She also holds her Health Insurance license in the state of California. READ MORE


Sheila OdnertSheila Odnert, Certified Estate Planner

Regional Vice President

BIOGRAPHY

Sheila is a Regional Vice President with Householder Group Estate & Retirement Specialists LLC., a large independent financial planning firm in the Western United States. Sheila has over twenty five years of experience in the financial services industry. She began her career in investments as a compliance officer, supervising the sales practices of several financial advisors. In 1987, Sheila developed a financial advisory practice of her own. READ MORE


Steven BehuninR. Steven Behunin

Regional Vice President, LPL Registered Principal

BIOGRAPHY

R. Steven Behunin is a Regional Vice President for Householder Group Estate & Retirement Specialists, LLC and a Registered Representative of LPL Financial. He has been in the financial service industry for over 24 years and holds the following securities registrations: General Securities Representative, General Securities Principal, and Uniform Securities Agent State Law Examination through LPL Financial as well as Life/Health/Disability Insurance licenses.

As a Registered Investment Advisory firm, Householder Group Estate & Retirement Specialists focuses on developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation portfolios in order to focus on capital preservation and multi-generational wealth management. READ MORE

Colorado

David CichonDavid R. Cichon, M.Ed, Certified Estate Planner, RFC

Regional Vice President

BIOGRAPHY

David R. Cichon, M.Ed, Certified Estate Planner, RFC, has over 35 years of experience in the financial services industry. He specializes in working with people who are planning for retirement and retired clients who want to preserve and grow their assets. He holds the following securities registrations: 7, 63, 65, 66, and 24 through LPL Financial and various Life/Variable licenses in the state of Colorado and other states.

As founder and principal, he successfully developed an employee benefit and financial services firm specializing in retirement planning, a pension administration firm, and an investment management firm. His commitment to helping people pursue their financial goals caused him to join Householder Group. READ MORE


Robert FolandRobert Foland, CFP®

Financial Advisor of Householder Group

BIOGRAPHY

Bob Foland CFP® has been helping individuals, couples and small businesses with their financial planning needs since 1988. Since 1997 he has been an independent advisor, meaning that he is not limited to nor encouraged to use the investment vehicles of any particular company. That independence allows for true objectivity in the investment and planning advice offered by Mr. Foland through his company, The IRA Specialists.

Mr. Foland is a CERTIFIED FINANCIAL PLANNING™ professional and a member of the Financial Planning Association. He adheres to the strictest of ethical standards. His professional advice can provide you with confidence in your investments, knowing that your IRA and company retirement plan will be designed to help provide you retirement income. READ MORE

Massachusetts

David Heather

David Heather

Regional Vice President

BIOGRAPHY

David is a Regional Vice President for Householder Group Estate and Retirement Specialists, LLC and a Registered Representative with LPL Financial. He has been in the financial services industry for over 25 years and holds the following securities registrations: Series 6 and 63 with LPL Financial.

As a Registered Investment Advisory firm, Householder Group Estate and Retirement Specialists focus on developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE

New Mexico

Lawrence A. NighbertLawrence A. Nighbert, CLU, ChFC, AIF

Regional Vice President

BIOGRAPHY

A well experienced professional in the financial services industry, Larry Nighbert has been committed to giving clients personal service and common sense advice for more than thirty years. He offers an uncommon depth of knowledge in many of the critical areas of the financial landscape. His focus is on income and estate tax strategies and assisting clients looking to preserve wealth and increase assets. He holds the following securities registrations: Series 7, 24, 66, 63 and 51 and is also designated as a ChFC, CLU, and AIF. Larry is also licensed insurance broker in New Mexico and other states. READ MORE


Jerry E. ToddJerry E. Todd Jr., MBA, AIF, CRPS, CRPC

Investment Advisor Representative

BIOGRAPHY

As a seasoned professional in the investment advisory business, Jerry Todd has been committed to providing clients with outstanding service for more than 15 years. He offers an uncommon depth of knowledge in many of the critical areas of the financial landscape. His focus includes investment strategies that assist clients looking to preserve wealth and increase assets, as well as income strategies for the retiree. READ MORE

New York

Andrew J. BrownAndrew J. Brown, Certified Estate Planner

Regional Vice President

BIOGRAPHY COMING SOON
CONTACT

141 North State Road, Suite 1-E

Briarcliff Manor, NY 10510

Phone: 914-502-0700 Fax: 914-502-0702

North Carolina

Scott MillerScott T. Miller, CFP®

Regional Vice President

BIOGRAPHY

Scott Miller is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience as a Financial Advisor. After receiving his Bachelor of Science degree from Virginia Tech, he worked for NASA on the Space Shuttle project and attended the MBA program at George Washington University. Scott holds Series 7, 24, and 66 securities registrations, as well as a Life/Health/Disability Insurance License, and a Variable Annuity License.

Scott is a Regional Vice President of Householder Group Estate & Retirement Specialists LLC., an independent retirement and estate planning firm, and a registered representative with LPL Financial. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes, and utilizes conservative asset allocation portfolios in order to focus on capital preservation and multi-generational wealth management. READ MORE


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Gregory M. Lyon

Investment Advisor Representative

BIOGRAPHY

Gregory Lyon is an Investment Advisor Representative with over 8 years of industry experience. He holds series 7, 63 and 66 securities registrations through LPL Financial. Gregory is also licensed through the State of North Carolina for life, health and disability insurance. He graduated from the University of Utah with a Bachelor of Science degree. As part of his career development, Gregory was directly involved with employee retirement strategies assisting them with proper portfolio allocation techniques. He also worked on institutional planning and served on the guidance team for Stanford, Harvard, UCLA and Duke.READ MORE

Oklahoma

Nick MasseyNick Massey, CERTIFIED FINANCIAL PLANNER™

Regional Vice President

BIOGRAPHY

Nick Massey is a CERTIFIED FINANCIAL PLANNER™ practitioner, and investment manager as well as the owner of Householder Group Financial Advisors in Edmond, OK, which he started in 2004. Nick’s first career began with the US Army where he served from 1967 to 1977 as a Counterintelligence Agent for US Army Intelligence with assignments throughout the US, Asia and Europe.

He began his career in the investment business in San Francisco in 1977 and currently has over 36 years of experience in the financial services industry. Nick specializes in working with people who are retired or preparing for retirement and uses a financial planning approach, which focuses on the advantages of professional wealth management, estate and retirement planning, and asset protection planning. He develops a customized approach for each client’s planning needs, objectives and goals. READ MORE


Darlene ShipeDarlene Shipe

Investment Advisor Representative

BIOGRAPHY

Darlene Shipe is an Investment Advisor Representative with Householder Group Estate and Retirement Specialists, LLC. She is also a Registered Representative with LPL Financial. Darlene has been managing investments for her clients for over 17 years and holds the following securities registrations: Series 7, 63, and 65, held with LPL Financial, as well as Life/Variable Annuity insurance licenses.

As a Registered Investment Advisory firm, Householder Group Estate and Retirement Specialists specialize in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management. READ MORE

Oregon

Karen DayKaren Day, CFP®

Regional Vice President

BIOGRAPHY

Karen Day is a CERTIFIED FINANCIAL PLANNER™ professional and has been a member of the Financial Planning Association since 2001. She graduated with honors from Houghton College in New York with a BA in Business Administration. Karen is registered in General Securities (Series 7), Uniform Securities Agent (Series 63), General Securities Principal (Series 24) and Uniform Investment Advisor (Series 65) and holds these registrations through LPL Financial.

Karen has 18 years of experience in financial services. She is a Financial Advisor with Householder Group Estate & Retirement Specialists, LLC. She is also a Registered Representative with LPL Financial. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. Householder Group is an independent full-service financial consulting firm dedicated to helping their clients build and preserve their wealth and hard earned assets. READ MORE

Texas

David Barnes

David Barnes, MBA

Regional Vice President

BIOGRAPHY

A noted speaker, lecturer and financial educator with over 27 years experience in the financial services and information technology industries, David Barnes has vigorously pursued and successfully developed financial strategies for investors, corporate America, and Wall Street institutions. A graduate of the Jerry Rawls College of Business Administration he holds a Bachelor of Finance from Texas Tech University and a Masters of Business Administration with an emphasis in marketing and statistics from Southwestern Oklahoma State University. David holds the following FINRA Registrations: 7, 24, 63, and 66 through LPL Financial. David also holds a Life/Health/Disability Insurance License. READ MORE

Washington

Bill SydorBill Sydor, Certified Estate Planner, ChFC®

Regional Vice President

BIOGRAPHY

Bill Sydor, Certified Estate Planner, Chartered Financial Consultant and Adjunct Professor, has more than 25 years of experience in the financial services industry. He holds the following securities registrations: Series 7, 24, 63, and 66 through LPL Financial. Bill is also licensed through the state of Washington for life, health, disability and long term care insurance.

Bill is a Regional Vice President of Householder Group. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes appropriate investment strategies in order to focus on capital preservation and multi-generational wealth management. He is also a Registered Representative with LPL Financial. READ MORE


Karen BriggsKaren Briggs, CFP®

Regional Vice President

BIOGRAPHY

Karen Briggs has over 33 years of experience in the financial services industry. She earned her Economics degree from Washington State University and is a CERTIFIED FINANCIAL PLANNER™ professional. She holds the following securities registrations: Series 7, 24, 63, and 65 through LPL Financial. Karen is also licensed through the state of Washington for life, health and disability insurance. And she authored the forward to the book ‘VALUES BASED FINANCIAL PLANNING: The Art of Creating an Inspiring Financial Strategy’ focusing on her experience and expertise in the financial industry.

Upon graduation from college, Karen began her career in the financial industry with a position in the Operations Department of a nationwide investment firm’s branch in downtown Seattle. After obtaining her CFP® certification, she opened her own Registered Investment Advisory firm, and then merged with Householder Group Estate & Retirement Specialists, LLC. Householder Group has given her practice and clients a level of nationwide support with a team of financial specialists that allows her to continue helping people make sound financial decisions, while still enjoying her entrepreneurial spirit. READ MORE


Kirk BalinKirk Balin, Certified Estate Planner

Regional Vice President

BIOGRAPHY

Kirk Balin is a Certified Estate Planner professional who has been with Householder Group Estate and Retirement Specialists, LLC for over nine years. He holds the following securities registrations: 7, 24, 66 held with LPL Financial. Kirk is also licensed through the state of Washington for life, health and disability insurance.

Kirk graduated in civil engineering with a minor in Business from Oregon State University where he also played football for the Beavers. He later worked for a large national company that does financial analysis of returns on costs for large government entities. At the same time he contributed to our national defense as a pilot in the Air Force reserves. In his early 30’s, Kirk owned multiple locations of a major national franchise chain as well as a large grocery distribution company in the greater Seattle area. READ MORE

West Virginia

Bob KoppBob Kopp

Regional Vice President

BIOGRAPHY

Bob Kopp has 31 years of experience in the financial services industry. He earned his Bachelor of Arts degree from Marshall University. Bob has practiced portfolio management in his native West Virginia since 1994. He holds the following securities registrations: Series 7, 63, and 65 through LPL Financial. Bob is also licensed through the state of West Virginia, Ohio and Kentucky for life, health and disability insurance.

Bob is a Regional Vice President of Householder Group Estate & Retirement Specialists, LLC. He is also a Registered Representative with LPL Financial, the largest independent broker dealer in the nation (As reported by Financial Planning magazine, June 1996-2013, based on total revenue). As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes, and utilizes appropriate investment strategies in order to focus on capital preservation and multi-generational wealth management. READ MORE

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