As the Director of Client Services, Colene has the responsibility of being Karl Brantley's assistant, notary services, handling client scheduling and service requests. She came to Retirement Planning Group in 2006 and has over 11 years industry experience. Colene has completed the following FINRA exams: Series 6 (Investment Company/Variable Contract Products) and Series 63 (Uniform Securities Agent State Law).
Colene Sherman is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.