Our brokerage advisors have assisted many customers with their financial and investment planning and obtaining their financial goals. This division of the Southern Financial Group allows our customers access to other types of investments such as annuities, life insurance and self directed investment accounts. Meet our advisors below that can assist you today in reaching your financial goals in the ever changing financial markets.
MELISSA NATZKE-BARLOW, CFP ®
EDUCATION: Bachelorís Degree in Business Administration from Western Michigan University.
PROFESSIONAL: Holds Series 7, 63 and Series 24 security licenses and Life and Health Insurance license. Maintains her designation as a Certified Financial Planner.
COMMUNITY SERVICE: Currently serves as an active Ambassador for the Three Rivers Area Chamber of Commerce for the past six years. She is also a member of the Three Rivers Womenís Club and is a trustee for LifeSpring Church.
R. DAVID RUMSEY
EDUCATION: Bachelorís Degree in Business Administration with a major in accounting from Central Michigan University.
PROFESSIONAL: Holds Series 6, 7, and 66 security licenses along with his certification as a Certified Public Accountant (CPA).
COMMUNITY SERVICE: Daveís community involvement currently includes being a board member of the CHC Foundation, a commissioner of the City of Coldwater Planning Commission and a trustee of the American Baptist Churches of Michigan Endowment Fund. For over the past twenty five years, Dave has been the chairman of the Al Clyne Coldwater Exchange Club 9th Grade Basketball Invitational Tournament. Prior positions include President and Board member of the Coldwater Exchange Club, President and Treasurer of the Coldwater Country Club and President of the Coldwater Cardinal Athletic Booster Club.
Check the background of this investment professional on FINRA's BrokerCheck