Our team of associates is comprised of some of the most dedicated and well-educated individuals in our industry. They recognize the importance of continuing education and hold many professional degrees including
- CFP® (Certified Financial Planner)
- CLU® (Chartered Life Underwriter)
- LUTCF (The LUTC Fellow Designation)
- CPA (Certified Public Accountant)
- AAMS® (Accredited Assets Management Specialist)
- CAP (Chartered Advisor in Philanthropy)
- CLTC (Certified in Long Term Care)
Our associates are also very involved with their communities.
Many have been either presidents or board members of the National Association of Insurance and Financial Advisors local and state chapters, and they hold many volunteer positions for numerous philanthropic activities. We are very proud of their involvement to make our industry and community better.