Roy Ludwick, president, has worked in the financial services industry since 1984. He received his BA in Business from the University of Washington, and MBA from Golden Gate University. He received his Chartered Financial Consultant (ChFC) designation in 1989 and Chartered Life Underwriter (CLU) designation in 1998. He is also a member of the Financial Planning Association (FPA).
Gary Shirman, vice-president, has worked in the financial services industry since 1986. He received his BA in Sociology from the University of Colorado. He received his Chartered Life Underwriter (CLU) designation in 1993, and Chartered Financial Consultant (ChFC) designation in 1994.
Diane Ewasko, operations manager, has worked for Ludwick & Shirman since 1999. She received her BS in Chemical Engineering from the University of Missouri, graduating summa cum laude. She has taken course work at the College for Financial Planning in Denver. She is the operations manager for Ludwick & Shirman.
A Chartered Financial Consultant designation requires completion of the following studies: investments, financial strategies, planning for retirement needs, estate planning, income taxation, and insurance strategies. This designation is issued by the American College in Bryn Mawr, Pennsylvania.
A Chartered Life Underwriter designation requires completion of a curriculum focused on an in-depth knowledge of the insurance needs of individuals, business owners and professional clients. This designation is issued by the American College in Bryn Mawr, Pennsylvania.