Awards and Certifications

Steve Glenn

  • Adjunct 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

  • NAIFA C.G. Snead/J.F. Bryan III Memorial Award- 2015

  • Chartered Life Underwriter (CLU®)

  • Chartered Financial Consultant (ChFC®)

  • Master of Science in Financial Services

  • Master of Science in Management

  • Accredited Investment Fiduciary (AIF®)

 

Kathy Mathews-Glenn

  • President of The Jacksonville Association of Life Underwriters

  • President of the Jacksonville Association of Health Underwriters

  • NAIFA C.G. Snead/J.F. Bryan III Memorial Award- 2000

  • Accredited Investment Fiduciary (AIF®)

 

Tara Eulenfeld

  • Chartered Retirement Plan Specialist (CRPS®)

  • Accredited Investment Fiduciary (AIF®)

 

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 since 2016