Jürgen joined Penniall & Associates in 2014 as a Consultant with 21 years’ experience in the financial services industry, 13 of which as lead portfolio analyst at APD Financial. He comes to Penniall with a vast array of experience including serving as an Operations Manager and a close-end fund analyst. Jürgen oversees our portfolio management database and specializes in using proprietary software to analyze portfolios and build projections for client goals and needs in support of our firm’s advisors. Jürgen served in the military for 37 years. His first 4 year tour was as a Marine bandsmen followed by 33 years in the Air National Guard, retired as the Air National Guard Band of the West Coast Manager as a Chief Master Sergeant.