Senior Retirement Plan Consultant & Investment Advisor
CFP®, AIF®, CPFA™
DJ Gillman is a Relationship Manager at Everhart Advisors. He has over 13 years of experience in retirement plans and individual wealth management services.
Overall, DJ consults with clients to reach optimized solutions and acts as a liaison to ensure high-quality service is provided to all clients by their vendors. He believes every business deserves a world-class retirement plan and every person a secure retirement.
DJ earned the Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor designations.
He has a Bachelor of Science degree from Wright State University majoring in Financial Services.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/