Licensing and Qualifications

In addition to close to 150 years of combined experience in the Financial Service Industry the members of the firm hold the following licenses and designations


  • FINRA Series 6,7,22,63,65,66

  • Life, Health and Variable Annuity

  • Most of our associates are insurance and securities licensed in multiple states

  • Financial Services Certified Professional (FSCP®)

  • Certified Retirement Plans Specialist (CRPS®)

  • Chartered Life Underwriter (CLU®)

  • Chartered Financial Consultant (ChFC®)

  • Master of Science in Financial Services (MSFS)

  • Master of Science in Management (MSM)

  • Accredited Investment Fiduciary (AIF®)