Saturday, April 27, 2013

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Guests:

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Peter Fendler,
President

Norton Financial Services
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Peter Fendler is the President and Co-owner of Norton Financial Services, an employee benefits and consulting firm located in Cumberland Foreside, Maine. He entered financial services in 1986 after a successful career as a captain in the merchant marine. He joined Norton Financial Services in 1989 and became a partner in 1997. Peter’s areas of discipline are employee benefits, retirement plan consulting, and individual asset management.

Peter holds his Accredited Investment Fiduciary (AIF®) designation. He is a member of both the Profit Sharing Council of America (PSCA) as well as the American Society of Pension Professionals and Actuaries (ASPPA) and sits on the key advisor panels of several retirement plan vendors.

Peter has served on the broker advisory councils for Anthem, Aetna, and Harvard Pilgrim Healthcare and has served as the state Legislative Chair for the Maine Association of Insurance and Financial Advisors (MAIFA). He is a 21-year qualifying member of the Million Dollar Round Table.

Peter has served on the Boards of the Maine College of Art, the Pine Tree Council of the Boy Scouts of America, and Maine Central Institute. He isan alumnus of the Iota class of the Institute for Civic Leadership.

Peter holds series 7, 6, 22, 24, 63 & 65 securities registrations as well as his AIF® (Accredited Investment Fiduciary) designation. He is licensed for life, health, and accident insurance and is appointed with over 30 insurance carriers.

Licensed in 23 states, Peter offers securities as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Norton Financial Services and Norton are separate and unrelated to Commonwealth.

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Dan Tetu,
Vice President

Norton Financial Services

Dan brings genuine enthusiasm about employee benefits to the clients of Norton Financial Services. His experience in the field ranges from small, privately owned entrepreneurial businesses to large metropolitan, multi-national organizations. Dan specializes in employee benefits and retirement plans. He is a Registered Health Underwriter (RHU) appointed with more than 20 insurance carries and licensed in 6 states. Dan holds the series 6 and 63 securities registrations (held through Commonwealth Financial Network).

 Dan began his career in 1984 as a sales executive in the area of employee benefits at the New Jersey office of Union Mutual Insurance (now UNUMProvident). He then moved to Philadelphia and rapidly progressed to the position of senior account executive. Seeking an environment more conducive to raising his family, Dan moved back to Maine in 1994. Dan joined Norton Financial Services in 1996, became a partner in 2001 and serves as Vice President.

 Dan’s primary goal is to create value for each client of Norton Financial Services. His philosophy is to educate clients about the various types of employee benefits so that they can make educated decisions about what is best for their company and its employees. By keeping his finger on the pulse of the rapidly changing employee benefits industry, Dan helps his clients stay ahead of the curve.

 Dan graduated with honors from the University of Southern Maine with a Bachelor of Science in business administration. He is currently enrolled in The American College. He has also been a member involved with associations such as Maine Businesses for Social Responsibility and the Employee Benefits Council of Maine. As a founding board member, Dan helped create the Maine Healthcare Purchasing Collaborative.

 Dan has volunteered many hours to coaching youth soccer, learn-to-ski programs, fundraising for the Boy Scouts of America, and chairing a local hunger-relief event sponsored by the national organization, Sharing Our Strength. He lives in Brunswick with his wife, Helen, and their three daughters, Aimee, Patrice, and Paige. Dan’s interests include spending time with his family as well as hiking, skiing, golfing, and playing club hockey.

 Securities offered through Commonwealth Financial Network Member FINRA, SIPC. Fixed insurance products and services offered by Norton are separate and unrelated to Commonwealth.