Our Team in Action

The ChFC® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the most important areas of financial planning. This includes an education in a number of areas such as insurance, taxation, retirement, estate planning, behavioral finance, non-traditional family structures, small business planning, and more.  

The CLU® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the area of risk management. This includes a mastery of subjects of growing concern to many Americans, including how to protect the well-being of themselves and their loved ones now and in retirement, how to ensure the continuity of a business, and how to set up those around them for a secure future.