My Qualifications

?I have been working with individuals and businesses for 20+ years.

Current designations include:

Certified Fund Specialist, CFS from the Institute of Business and Finance 

CERTIFIED FINANCIAL PLANNER(TM), CFP(R)

 

 

Current licenses include:

  • ?Series 7
  • Series 63
  • Series 66
  • Life, Accident and Sickness & Variable Products