CPR Investments Inc

Joseph Borchers is a financial advisor with CPR Investments Inc. and holds Series 63 and Series 65 credentials. He has 10 years of industry experience and also serves as Managing Partner at WealthCare Retirement Solutions, LLC, a wealth management and insurance firm. Borchers has been involved in insurance sales and service since 1992 and holds a leadership role in a family-run insurance consulting business. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach focused on tactical and absolute-return strategies designed to reduce downside risk.

Robert Ausdal is a CFA® charterholder with 44 years of industry experience. He is currently with CPR Investments Inc. and CPR Financial Group LLC, having previously worked at Probabilities Fund Management LTD, Frankford Capital, LLC, and Ausdal Financial Partners, Inc. He is also licensed as an insurance agent through CPR Financial Group LLC. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management using a multi-manager approach that includes third-party registered investment advisors and in-house tactical strategies. The firm provides comprehensive financial planning, ERISA plan services, and sub-advisory arrangements, managing client accounts on a discretionary basis with documented goals and risk tolerance.

Bruce Denk is a financial advisor with CPR Investments Inc. based in Portland, OR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at several firms, including Hbw Securities LLC and Ausdal Financial Partners, Inc., and has operated his own firm, Denk & Associates, Inc., since 2006. Outside of advisory work, he is involved in insurance sales as an independent contractor for CPR Financial Group and a Medicare insurance agency. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, ERISA plan services, and sub-advisory arrangements. The firm uses a multi-manager approach emphasizing tactical and absolute-return strategies to manage downside risk and provides both asset-based custody trading and transaction-fee brokerage options.

Adam Simon is a financial advisor with CPR Investments Inc. in Rochester, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has held roles at multiple firms, including CPR Financial Group LLC and Ausdal Financial Partners, Inc. Outside of finance, Simon serves as a firefighter and paramedic with the Clinton Township Fire Department and occasionally preaches at Woodside Bible Church. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach with an emphasis on tactical and absolute-return strategies designed to reduce downside risk.

James Arnholt is a financial advisor with CPR Investments Inc. He holds Series 63 and Series 65 designations and has 36 years of industry experience. Prior to joining CPR Investments in 2017, he worked at KCD Financial, Inc. from 2007 to 2016. Outside of advisory work, he serves as vice chairman and board member of the Rock County High School Foundation, a nonprofit that awards scholarships and manages investment decisions for its funds. CPR Investments primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach emphasizing tactical and absolute-return strategies designed to reduce downside risk and offers discretionary portfolio management alongside comprehensive financial planning services.

Janell Denk is a financial advisor at CPR Investments Inc with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Ausdal Financial Partners and Hbw Advisory Services. Denk is also vice-president and corporate secretary of Denk & Associates, Inc., where she provides retirement planning, insurance, and investment advisory services. CPR Investments Inc primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, ERISA plan services, and sub-advisory arrangements. The firm employs a multi-manager approach focused on tactical and absolute-return strategies to manage downside risk and provides clients with both asset-based custody trading and transaction-fee brokerage options.

Nicholas Perkins is a financial advisor with CPR Investments Inc. in Hampstead, NC, holding a Series 65 designation and seven years of industry experience. He has been with CPR Investments since 2019 and also operates Perkins Retirement Planning LLC, which focuses on insurance products including life, annuity, health, long-term care, and Medicare sales. CPR Investments primarily serves individual investors and offers discretionary portfolio management through a multi-manager approach that includes third-party advisors and in-house tactical strategies aimed at reducing downside risk. The firm provides comprehensive financial planning, ERISA plan services, and sub-advisory arrangements, with a broader financial-product footprint including affiliated sales activities and advisory services for various financial products.

Justin Reinhold is a financial advisor at CPR Investments Inc. in Rochester, MI, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at CPR Financial Group LLC, CPR Investments Inc., and Ausdal Financial Partners, Inc. since 2015. Outside of his advisory role, he is the owner of Reinhold Custom Homes, LLC, where he designs and builds a residential home annually. CPR Investments Inc. primarily serves individual investors, as well as businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager investment approach that combines third-party registered investment advisors and in-house tactical strategies focused on reducing downside risk, offering discretionary portfolio management and comprehensive financial planning services.

Gary Lloyd is a financial advisor with CPR Investments Inc. in Rochester, MI, holding a Series 65 credential and 15 years of industry experience. He has worked with CPR Investments since 2016 and has prior experience at Quantum Capital Group LLC and Adaptive Equities. Outside of advisory work, he operates Gary Lloyd II, LLC, a real estate investment education company, and is involved in real estate purchase and resale through multiple business entities. CPR Investments Inc. primarily serves individual investors, businesses, and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-manager approach focusing on tactical and absolute-return strategies to manage downside risk.

Kristin Menz Yianni is a financial advisor at CPR Investments Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CPR Financial Group and CPR Investments Inc. since 2016, as well as serving as a consultant for CT Executive Benefits Group since 2003. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on downside risk reduction.

Fred Freimark is a financial advisor with CPR Investments Inc. in Wilsonville, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at CPR Financial Group and CPR Investments Inc. since 2016, and previously with HBW Advisory Services LLC, HBW Securities LLC, and HBW Insurance & Financial Services, Inc. He is also an insurance agent involved in insurance services and product sales. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management using a multi-manager approach with an emphasis on tactical and absolute-return strategies to reduce downside risk. The firm also provides comprehensive financial planning, ERISA plan services, and sub-advisory arrangements.

Kendra Simon is a financial advisor at CPR Investments Inc with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including HBW Securities LLC and Ausdal Financial Partners, Inc. In addition to advisory work, she prepares taxes for clients. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach with an emphasis on tactical and absolute-return strategies designed to reduce downside risk.

John Fawcett is a financial advisor at CPR Investments Inc. in Rochester, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Gurney Agency and CPR Financial Group since 2016. Outside of investment advising, he is active as a Medicare insurance agent through The Gurney Agency. CPR Investments Inc. primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach focused on tactical and absolute-return strategies to manage risk and provides both asset-based custody trading and transaction-fee brokerage options.

Patricia Gomez is a financial advisor at CPR Investments Inc with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Advisors National, LLC and Kaiser Permanente. In addition to her advisory role, she is self-employed as an insurance agent, tax preparer, and notary public. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager approach that emphasizes tactical and absolute-return strategies to manage risk and provides a broad range of financial products through affiliated sales activities.

Christopher Crawford is a financial advisor with CPR Investments Inc in Rochester, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Fidelity Personal and Workplace Advisors, and Prudential Financial Planning Services. He is also an insurance agent affiliated with CPR Financial Group LLC. CPR Investments Inc primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager investment approach that emphasizes tactical and absolute-return strategies to manage downside risk.