Degrees and Professional Designations

BA, BS, MA, MEd, MBA, PhD

CFP®, ChFC®, CSA, CLU, RFC, IAR, SPHR, CIC

Pending: CDFA, CASL

Explanation of Degrees and Professional Designations:

CFP® - Certified Financial Planner

ChFC® - Chartered Financial Consultant

CSA - Certified Senior Advisor

CLU - Chartered Life Underwriter

RFC - Registered Financial Consultant

IAR - Investment Advisor Representative

SPHR - Senior Professional of Human Resources

CIC - Certified Insurance Counselor

CDFA - Certified Divorce Financial Analyst

CASL - Chartered Advisor for Senior Living

Licensed to sell securities and insurance business in the following states:

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MD, ME, MI, MO, MS, MT, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WI, WV.