Our professional qualifications are strengthened by our required continuing education toward the following credentials along with affiliations through various professional organizations, including:


The National Association of Insurance and Financial Advisors (NAIFA)


Million Dollar Round Table (MDRT)


Chartered Life Underwriters (CLU)


Chartered Financial Consultants (ChFC)


Certified Financial Planner™ (CFP®)


Wealth Management Certified Professional (WMCP)


General Agents and Managers Association (GAMA)