Our Qualifications

Registered Representative

AIF®, Accredited Investment Fiduciary®

FINRA Licenses for Mutual Funds

 

Insurance; Life, Variable, Health and Disability

 

Member of Financial Planning Association, Financial Planner Division.

 

Member International Association of Financial Planning, Practioner Division

 

Member NAIFA (National Association of Insurance and Financial Advisors)

31 years experience.