Professional
Professional Designations
CFP® - CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
CLU® - Chartered Life Underwriter®
ChFC® - Chartered Financial Consultant®
REBC® - Registered Employee Benefit Consultant®
RICP® - Retirement Income Certified Professional®
Investment Licenses
Series 6, 63, 7
Associations and Memberships
National Association of Insurance and Financial Advisors
Financial Representatives Association
Awards and Recognition
Million Dollar Round Table Qualifying Member 2005, 2007, 2012-2013
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2005-2008, 2010
Award recognizing persistency and performance