Jarrod Liebel, CFP®, M.S. Financial Consultant Xceed Financial Credit Union 1660 South Stemmons Fwy., Suite 140 Lewisville, TX 75067 Phone: 469.293.0027 Cell: 469.265.6742 Fax: 972.221.0808 jarrod.liebel@lpl.com

Biography
Jarrod Liebel is an experienced Financial Consultant with Xceed Financial Investment Services in Lewisville, Texas. With more than 10 years experience, he specializes in retirement-income planning, with an emphasis on the security of his client's life savings and retirement assets. He also guides Xceed members about their current investment portfolios, 401(k) options, rollovers, college planning for children/grandchildren, and other financial issues such as tax planning, wealth accumulation and transfer, and estate planning.

A native of Massachusetts, Jarrod earned his bachelor's degree from Union College in New York and his master's degree from Bay Path College in Massachusetts. He has been active in a variety of community and professional organizations, including the Financial Services Institute, Make-a-Wish Foundation and Boys & Girls' Club of America. Jarrod and his wife reside in Allen, Texas.

Licenses and Registration
Jarrod has earned approval as CERTIFIED FINANCIAL PLANNER^™ professional, which is awarded by the Certified Financial Planner Board of Standards, Inc. to individuals who undergo a rigorous qualification process and agree to abide by high standards of professional ethics and conduct. He also holds the following Financial Industry Regulatory Authority (FINRA) registrations through LPL Financial: Series 7 General Securities, Series 66, and the Uniform Combined State Law Licenses. Additionally, Jarrod holds his Texas Group 1 license for Life, Health, and Accident Insurance and is authorized to discuss and/or transact securities business in ten states.

Mission Statement
To help my clients and their families achieve a secure financial future and a comfortable retirement.

Contact Jarrod to schedule your consultation today.

Products offered are not obligations of the credit union.

Securities, Investment Advisory Services, and Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC.

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LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.

Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox Corporation.