Welcome to Choice Investment Services, where our dedicated team of financial professionals are here to help you achieve your investment goals. Meet the experts who bring innovation and expertise to your financial journey. If you have any questions, please do not hesitate to reach out. We're here to assist you every step of the way.
Ken Rickelman, RICP®, ChFC®, CLU®
Owner / Financial Advisor
Ken’s 40+ year career in the financial industry began after college in 1983. Earlier experiences in insurance, employee benefits, and retirement planning led to specializing in investment planning and wealth management. Ken holds ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) professional designations in addition the RICP (Retirement Income Certified Professional) designation from The American College of Financial Services. He also holds FINRA Series 6, 7, 66, and 24 registrations through Commonwealth Financial Network. To serve clients with broader financial planning needs, Ken has established relationships with CPAs and Trust/Wealth Attorneys.
“I’ve been privileged to help entire families…from generation to generation…
witnessing life’s special moments, and helping plan from birth, to college, to
marriage, starting/selling businesses, to estate planning, and trust formations.
I consider my client’s faith in me a special covenant.”
Ken and his wife Lauren, are the parents of three grown children: Evan (wife Samantha), Sydney (husband, Mike) and Mason, as well as the grandparents of Ayelet, Eli and Aharit. He enjoys golfing, hiking, traveling, reading, exercising, and fishing off the Florida Gulf Coast.
Christy Long
Financial Advisor
Christy joined the team in 2022, with experience in the Logistics and Supply Chain industry. She has excelled in roles such as operations, third-party warehouse solutions and pricing. She now seeks to leverage her logistics expertise to offer unique insights in financial analysis and planning. Christy is driven by a passion for helping clients achieve financial freedom and is committed to guiding individuals and families towards a secure financial future.
Christy's primary focus is on understanding her clients' unique financial goals and crafting tailored strategies to work towards them. Her dedication goes beyond numbers; it's about empowering clients to take control of their financial well-being. When she's not immersed in financial planning, Christy enjoys quality time with her husband and two sons. She also finds solace in gardening, travel, exploring the waters by boat, and whipping up delicious dishes in the kitchen. Christy's holistic approach to life and finance makes her a valuable partner on your journey to achieve your unique financial goals.
“A goal without a plan is just a wish” -Antoine de Saint-Exupéry