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Check the background of this investment professional on FINRA's BrokerCheck​ »
Our Qualifications
Our staff is a diversified, professional team who have earned industry respected degrees and designations including:​
CFP®
Certified Financial Planner
MSFS
Master of Science in Financial Services
AEP®
Accredited Estate Planner
ChFC®
Chartered Financial Consultant
RICP®
Retirement Income Certified Professional
CSA®
Certified Senior Advisor
CLU®
Chartered Life Underwriter
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