The Bellingham Business Journal
Ludeman Capital Management Inc., a Bellingham-based registered investment advisor, announced that two of their team members have earned their Washington State Insurance Licenses. Jonathan Ludeman, financial advisor, CFP and Ben Scellick, financial advisor, CPA now hold a Washington State Insurance License for life and disability.
In addition, Jonathan Ludeman recently earned a certificate in financial planning from Seattle University.
In their role as financial advisors, Ludeman and Scellick work closely with their clients to monitor their investments and assure their investment strategies are adjusted as their life situation changes. They also assist in developing a highly customized income distribution plan for new clients. This plan may be very useful as a tool to help folks achieve their specific financial goals.
For more information on Ludeman Capital Management, please call (800) 470-1170 or visit www.ludemancapital.com.