Jannsen Wealth Management, Inc. honored at 1st Global's National Conference
“Diamond Eagle firms set the standard of excellence in our business by creating meaningful outcomes for the individuals, families and businesses these firms serve,” says 1st Global founder and CEO Tony Batman. “Diamond Eagle firms are more than successful – they are significant because of the dedication of their people to this noble purpose.”
The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines. “We are honored to again be among the list of Two Diamond Eagle firms,” said Terrill M. Jannsen, CPA, CFP®, president of Jannsen Wealth Management. “We have embraced the changing trends of the financial planning industry, and we’ve created some unique partnerships that have really helped us grow. We are excited by the opportunities that lie ahead.”
1st Global is proud to celebrate Jannsen Wealth Management for achieving Two Diamond Eagle status for the second year in a row, and for serving their clients at such a high level of excellence.
# # #
About Jannsen Wealth Management, Inc.
Jannsen Wealth Management, Inc. is a wealth advisory firm that assists its clients in achieving financial success and keeping the promises they make to their businesses, families and communities. Jannsen Wealth Management employs a complete planning process that encompasses 10 key areas of an individual's life with the goal of sustainable income giving clients choices during their retirement years. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. More than 400 firms have chosen to affiliate with 1st Global, making them one of the largest financial services partners for the tax, accounting and legal professions. 1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Suite 1200 in Dallas, Texas, 75251; 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available at 1stGlobal.com.