LPL Financial Planning Group
Through Detlefsen Nel & Associates' formal affiliation with LPL Financial, we have direct access to the highly regarded financial planning team at LPL. The Financial Planning Group assists us with all aspects of financial planning for our clients. They are also available for conference calls with us and our clients upon request.
Steven Gensler, CFP®, MBA, MSBA
Assistant Vice President, Financial Planning Systems
As a life long student Steve has earned a BS in Psychology, an MBA, a Graduate Certificate in Personal Financial Planning, an MBSA: Financial and Tax Planning, and a Graduate Certificate in Human Resource Management. He is a CFP Practitioner and is NASD securities licensed 7, 66, and 24 as well as CA Life insurance.
Timothy Rioux, CLU, ChFC, CFP®, RHU, REBC
Senior Planning Specialist
Tim began his career in Financial Planning in 1986 and brought his wealth of experience to LPL in April of 2007. As he describes it he really had "two careers" before he joined LPL. The first 10 years he was a distinguished field representative for The Northwestern Mutual Financial Network. The second 10 years he supported high net worth estate planning in a variety of settings including major banks, brokerage firms, independent estate & business planning consultants, high volume trust and advisory practices, insurance companies, and even a law office. He is a member of the Boston Estate Planning Council and was the youngest president ever elected by the N.H. Society of Financial Services Professionals. Along the way he earned the CLU, ChFC, RHU, and REBC designations. He holds a Master of Science (MS) in Financial Services and is a CFPâ licensee. Tim serves LPL advisors from our Boston location.
Tim lives in New Hampshire with his wife Fayleen who is somewhat of a local celebrity for having been Miss N.H.1989. They have three children Graham (15), Madison (10), and Nathaniel (8). When Tim can get them away from their gameboys and i-pods the family enjoys skiing, sports, scouting, movies and amusement parks. They are enthusiastic fans of the Boston Red Sox.
Tim specializes in Business Planning and Estate Planning approaches.
George Mullen, CFP®
Planning Specialist
George is a Certified Financial Planner™ practitioner with over 25 years of financial experience. He currently works in the Financial Planning Group as a Financial Planning Specialist supporting Advisors in all areas of comprehensive personal financial planning, his specialty within the group is tax planning and tax research. George is an active member of the Massachusetts Financial Planning Association (FPA) and is an MSFP candidate at Bentley College McCallum Graduate School of Business.
George specializes in Income Tax and Major Purchases.
Tolen Teigen, CFP®, CASL
Planning Specialist
After graduating magna cum laude from Northern Arizona University with a degree in Finance, Tolen received the designations of CFP (Certified Financial Planner) and CASL (Chartered Advisor for Senior Living. Tolen believes that continual education is a prime ingredient in helping clients and, in doing so, is currently pursuing the designations of CFA (Chartered Financial Analyst) and AEP (Accredited Estate Planner).
Tolen is excited to be a part of the Financial Planning Group in LPL's home office. Continuing LPL's commitment to their advisors practices, Tolen will be a resource to the advisors by helping with complex case design, and illustrations. While Tolen is versed in a broad array of topics, his specialty within the Financial Planning Group consists of retirement planning, tax planning, and estate planning.
In his spare time, Tolen enjoys playing the bass trombone as well as pursuing his interest in photography. Both Tolen and his wife Sally were born and raised in San Diego and found LPL's home office a perfect place to call home with their two dogs Reina and Ansel.
Tolen specializes in Retirement Planning strategies..
Kevin Keefe, CFA
Senior Vice President, Financial Planning Group
Kevin Keefe, Senior Vice President, manages the LPL Financial Planning.
Before joining LPL Financial in August 2004, Kevin was a Senior Vice President at BISYS where he oversaw the development and operation of an investment services business unit delivering high net-worth platform solutions to institutional BISYS clients.
Prior to his work at BISYS, Kevin was a Vice President and Senior Consultant with Financial Research Corporation (FRC), where he developed and maintained a high net-worth consulting practice for the firm. At FRC Kevin was responsible for delivering customized consulting engagements for client senior management in practice areas including: investment product management, distribution channel analysis and business plan development, high net-worth marketing and distribution strategy, and separate account platform design and implementation.
Kevin has also held product management and development roles at Fidelity Investments and New England Financial.
Kevin earned a BS in Business Administration with a concentration in Finance from Suffolk University's Sawyer School of Management. He also earned the Chartered Financial Analyst designation in 1997. He is a member of the CFA Institute and currently holds Series 7, 24 and 66 licenses.
