RICP (Retirement Income Certified Professional)

As a Retirement Income Certified Professional (RICP), I specialize in creating sustainable retirement income strategies for my clients. This advanced designation signifies my expertise in retirement planning, including income needs and objectives, estate issues, and positioning investments for long-term success. With this knowledge, I am committed to helping you secure a comfortable and confident retirement.

FINRA Series 7

With the Series 7 license, I am qualified to provide a wide range of securities products and investment advice. This comprehensive license underscores my ability to understand your investment goals and tailor a diverse portfolio to meet your financial objectives, from stocks and bonds to mutual funds and more, with a focus on maximizing your investment potential.

FINRA Series 66

Holding the Series 66 license, I am uniquely qualified to act as both an investment advisor and a securities agent. This certification reflects my commitment to adhering to the highest standards of practice, including understanding your financial situation, providing tailored investment advice, and always acting in your best interest.

LACP (Life and Annuity Certified Professional)

Holding the Life and Annuity Certified Professional (LACP) certification, I am recognized for my proficiency in life insurance and annuity products. This designation showcases my commitment to professional competency, ethical conduct, and the provision of comprehensive advice tailored to your life insurance and annuity needs, ensuring your financial security and peace of mind.

LUCTF (Life Underwriter Training Council Fellow)

As a Life Underwriter Training Council Fellow (LUCTF), I bring a wealth of knowledge in life insurance and financial planning to my practice. This designation represents a deep understanding of insurance products, ethics, and client needs assessment, allowing me to offer solutions that align with your unique financial goals and protect what matters most to you.

MDRT (Million Dollar Round Table)

As a member of the Million Dollar Round Table (MDRT), I am part of an exclusive group of the world's leading financial professionals who demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business, ensuring that you are working with a professional dedicated to providing the best in financial planning and advice.

Each of these designations and certifications underscores my commitment to providing you with knowledgeable, ethical, and client-focused financial guidance. My goal is to empower you with the strategies and confidence needed to achieve your financial aspirations.