Our Qualifications

  • Etablished October, 1970
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Life Underwriter Traning Counsel Fellow
  • *Registered Representative Series 7
  • *Investment Advisor Representative
  • Member - Million Dollar Round Table
  • Member - Society of Financial Service Professionals 

*Securities and Investment Advisory services are offered through Cetera Advisors LLC.