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    Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Investment Adviser Representatives of NFPSI. Investment Advisory Services offered through Investment Adviser Representatives of Asset Management Partners. Udell Associates and Asset Management Partners are affiliated with NFPSI.
    NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.
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Bruce Udell WES Mike Parrott

Bruce S. Udell
CLU, ChFC, MCEP, RFC

  W. Michael Parrott
J.D., CLU, ChFC
Jeremy Udell   Timbe
Jeremy E. Udell
CFP®, Director of
Financial Strategies


Timberly Merkle
Client Services Manager

We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.

Timbe Merkle