Connie M. Tyson, CFP®
As a Senior Financial Representative, Connie began her career in the financial services industry in 1980 after having been the Executive Director of the Oregon Dental Association and the Western Dental Association/Los Angeles for eleven years. She found that dentists who had disabilities, or families dealing with the death of a dentist spouse, had hugely different experiences whether insurance programs were fully funded or not, and she wanted to make a difference.
Also, retirement funding and investments for retirement were clearly essential components to the success of a dentist’s retirement planning. She began working with individuals and other small to medium-sized business owners to help them implement those same principles for safety and prosperity during working life and retirement life.
Degrees/Designations/Licenses:
- BBA - University of Washington
- Post-graduate studies - University of Southern California
- Post-graduate studies - Oxford University, England
- CERTIFIED FINANCIAL PLANNER™ certificant
- LUTCF - Life Underwriter Training Council Fellow
- CLU® - Chartered Life Underwriter
- RHU - Registered Health Underwriter
- Life/Health/Disability/Long Term Care insurance licenses
- Series 6 - FINRA investment company/variable contracts limited representative
- Series 63 - FINRA uniform securities state law exam
- Investment Adviser Representative in the state of Oregon and Texas