Broker Check

Industry Associations

CERTIFIED FINANCIAL PLANNER™ (CFP®) -The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board.  The CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.  Their mission as a non-profit organization is to benefit the public by granting the CFP® certification, and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Chartered Financial Consultant (ChFC®)  -  The ChFC ®  (Chartered Financial Consultant ® ) designation is granted by The American College of Financial Services.  Their program is Comprised of nine college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies.  Their mission is to redefine financial planning for advisors serving the ever-evolving American demographic.

American Financial Education Alliance (AFEA) - AFEA is a national organization comprised of a very diverse and growing membership of licensed professionals. As an IRS approved non-profit organization, AFEA's mission is to empower Americans to take control of their finances by providing local communities with unbiased holistic financial education. AFEA helps strengthen communities through financial education.

Clarity2Propserity (C2P) - The Mastermind Group through C2P is an exclusive group of advisors who share the objective to provide the highest degree of comprehensive, holistic financial planning. The Mastermind Group meets several times a year to share new ideas and industry expertise. Their purpose is to foster a collaborative environment of advisors seeking to provide cutting-edge financial planning to a diverse demographic of clients.