Our Qualifications

Qualifications

Our extensive professional experience is deployed to benefit your specific and unique financial needs. We hold various professional designations, as listed below, and are licensed to sell a variety of investment, insurance and mortgage products.

 

 We're extremely dedicated to developing lasting relationships with all our clients. We take pride in helping you ascertain your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easy to understand explanations of complicated financial concepts, products, strategies and services. The personalized program we provide is a roadmap that can help lead to a more secure financial future for you, your family and your business.

We’re looking forward to using our experience and knowledge to help you pursue your financial goals.

Investment Licensures held:

  • General Securities Registered Representative
  • Uniform Securities Agent State Law
  • Uniform Investment Advisors Law
  • Life Insurance (member National Insurance Producer Registry)
  • Health Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Mortgage Broker Licenses

Associate Licensures:

  • Certified Public Accountant
  • Juris Doctorate
  • Masters Business Administration

 For more information on these license types and additional education history please go to the associates screen.