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Home » Testimonials » Jeff Secord, CFP® CAP®Senior Wealth Advisor, Renaissance Wealth Management BN & Programs Chair, Central Illinois Charitable Gift Planners

Jeff Secord, CFP® CAP®
Senior Wealth Advisor, Renaissance Wealth Management BN & Programs Chair, Central Illinois Charitable Gift Planners

July 14, 2023

As a presenter to charitable organizations I work with, Shari has done a terrific job making complex topics easy to understand. Her presentation style appeals to all.

Jeff Secord, CFP® CAP®
Senior Wealth Advisor, Renaissance Wealth Management BN & Programs Chair, Central Illinois Charitable Gift Planners

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