Certifications

Commissioned for life.

The American College of Financial Services CLU® designation program provides an in-depth understanding of the practical, legal, and ethical aspects of life insurance and advanced knowledge of how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.

The CFP® certification mark identifies individuals who have met the education, examination, experience and ethics standards established by the Certified Financial Planner Board of Standards, Inc. All CFP® licensees must fulfill continuing education requirements and abide by strict standards of professional conduct. 

Enrolled agents are granted unrestricted rights to represent taxpayers before the Internal Revenue Service, demonstrate special competence in tax matters, adhere to ethical standards, and are required to stay current with tax law and regulations by completing a minimum amount of continuing education annually.