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Diane Speaker

Executive Assistant Client Services

Phone 704-230-2349

E-mail dmspeaker@moretzwealthmanagement.com

Registered Representative and Investment Advisory Representative of LifeMark Securities Corp., 400 West Metro Financial Center, Rochester, NY 14623

(585) 424-5672 gmoretz@lifemark.com Member FINRA/SIPC LifeMark Securities Corp. is not affiliated with Moretz Wealth Management, LLC.

Investment products provided are not FDIC insured or bank guaranteed and may lose value. This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

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