Clergy Advantage 403(b)

About the Clergy Advantage 403(b)

Clergy Advantage 403(b) Enrollment

Financial Services

Clergy Advantage 403(b)

About the Clergy Advantage 403(b)

Clergy Advantage 403(b) Enrollment

Financial Services

Our Team

OUR TEAM

The Clergy Planning Group

WILLIAM BRANDT
A Life Well-Lived
1954-2023

DEREK M. GIACOMAZZI
Managing Partner, RICP

TRACI FOTH
Chief Operating Officer - Managing Partner

NOAH BROWN
Wealth Managing Partner

IAN COOK
Vice President

MATT CAMPBELL, CFP
CERTIFIED FINANCIAL PLANNER™ professional

Client Service Team

Beverly Atkinson
Financial Team, Executive Assistant

Denise Dicks
Financial Team, Client Service

LaVonna Kress
Financial Team, Client Service

Holistic Financial Planning For Ministers

Clergy Planning Group, 2093 E. 11th Street, Suite 200-A, Loveland, CO, 80537-3239(970) 776-1371william.brandt@equitable.com

CLERGY PLANNING GROUP | 2093 E. 11TH STREET, SUITE 200-A, LOVELAND, CO 80537 | (970) 776-1371 | TRACI.FOTH@EQUITABLE.COM

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board‘s initial and ongoing certification requirements.

Retirement Benefits Group (RBG) is a specialized division of Equitable Advisors (Equitable Financial Advisors in MI & TN).

Products funding group retirement plans are issued by Equitable Financial Life Insurance Company (NY NY) or Equitable Financial Life Insurance Company of America, an Arizona stock corporation and are distributed by Equitable Network, LLC (Equitable Network Insurance Agency of California in CA; Equitable Network Insurance Agency of Utah in UT; Equitable Network of Puerto Rico, Inc. in PR) and by Equitable Advisors, LLC (member FINRA, SIC) (Equitable Financial Advisors in MI & TN). When sold by New York state-based (i.e., domiciled) financial professionals, group retirement plan products are issued by Equitable Financial Life Insurance Company (NY, NY). Equitable Financial and Equitable Advisors are affiliated companies and do not provide legal or tax advice. Equitable Financial and its affiliated companies are not affiliated with Clergy Advantage or the Church and Clergy Alliance organizations.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Clergy Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

https://brokercheck.finra.org/

PPG-4949120.1 (11/22) (Exp. 11/26)