Sundays
7:00 - 8:00 am
At Dan Levin & Associates, within Milkie / Ferguson
Investments, we are commited to putting the best
investment and planning minds to work for our
clients. Our clients want more, expect more, and
deserve more expertise and service than the norm.
Your interests come first. We are in business
to help you solve financial problems and work
towards achieving your financial goals. We do
this by creating an environment in which your
needs are paramount.
We strive to respond quickly and efficiently to
your needs. Quality is the dedication to perfection,
and our commitment to quality is to strive to
answer every inquiry and concern quickly and efficiently.
We work to build and maintain a personalized,
long-term relationship with you that reaches beyond
any single transaction. Our standards of professionalism
are designed to make your investment experience
comfortable and successful.
Daniel E. Levin, Executive Vice President/Investments,
Milke-Ferguson Investments, Inc.
After receiving his BBA in Finance from the University
of Oklahoma, Dan joined E.F. Hutton in 1980. Dan
has remained both consistent and stable for his
clients throughout his 28 years in the business.
Dan specializes in helping his clients work toward
achieving their financial goals. After thorough
analysis, he creates a detailed investment portfolio
emphasizing diversification and asset allocation.
Dan is in his 18th year as host of "Investment
Talk," a popular weekly radio program now heard
Sunday mornings from 7:00 to 8:00 AM on KLAA 830
AM.
He has appeared on several of the areas top radio
and television news shows as a recognized leader
in the fields of Investments and Retirement Planning.
In addition, he lectured on a regular basis to
executives and employees of many major corporations.
Scott Schoeder, Sr. Vice President/Investments
Retirement Specialist, Milke-Ferguson Investments,
Inc.
After graduating from TexasTech University, Scott
obtained a Trading Certificate from the prestigious
University of Pennsylvania's Wharton School of
Business and traded foreign currency at the Swiss
Bank of New York. After being one of the youngest
hires at Shearson Lehman Bros., he joined Southwest
Securities, Inc., where advanced to Senior Vice
President.
During that time, Scott cycled the grueling Tour
de France course and witnessed Lance Armstrong's
fifth consecutive triumph. Scott is a champion
swimmer and completed an Iron Man Triathlon in
Australia. He gives back to the community by funding
programs at his Alma Mater; mentoring area youth
groups, coaches tri-athletes for the Leukemia
Society, and contributes to the Scottish Rite
Children's Hospital. He shares his investment
expertise by teaching personal finance classes
at various academic institutions and major metroplex
companies.
Scott is a Retirement Specialist who has been
consulting individual investors since 1992. He
is a Senior Vice President, top performer, and
partner at Milkie/Ferguson Investments, Inc.,
which is a correspondent firm of NFS, a Fidelity
Investments Company.
Website: investmenttalk.org
E-mail Investment Talk
Dan Levin: dlevin@milkeferguson.com
Scott Schroeder: sschroeder@milkieferguson.com