Awards and Certifications

Steve Glenn


  • Adjust Professor at The American College, The University of North Florida and Florida State College at Jacksonville

  • Past President of the North Florida Society of Financial Services Professionals

  • Chairman of The Florida State College at Jacksonville Insurance, Real Estate and Financial Service Advisory Committee

  • C.G. Snead/J.F. Bryan III Memorial Award

  • Chartered Life Underwriter (CLU)

  • Chartered Financial Consultant (ChFC)

  • Master of Science in Financial Services

  • Master of Science in Management

     




Michael Rogero



  • Million Dollar Round Table

  • Chartered Life Underwriter(CLU)

  • Chartered Financial Consultant (ChFC)


     




Kathy Mathews-Glenn



  • President of The Jacksonville Association of Life Underwriters

  • President of the Jacksonville Association of Health Underwriters

  • C.G. Snead/J.F. Bryan III Memorial Award




 


Tara Eulenfeld



  • Chartered Retirement Plan Specialist (CRPS)




 


Philip Rogero



  • National Association of Insurance and Financial Advisors (NAIFA) Florida Top 40 Under 40- 2014

  • National Association of Insurance and Financial Advisors (NAIFA) Florida Top 4 Under 40- 2016 and 2017

  • Financial Services Certified Professional (FSCP)

  • Chartered Retirement Plan Specialist (CRPS)

  • Million Dollar Round Table


     




Raji Corey



  • Financial Services Certified Professional (FSCP)