Professional
Our Clients
The majority of the clients that we serve are values driven individuals who care about their future and are typically nearing or living in retirement. They have worked hard and done well for themselves. Their focus from accumulating wealth is now rapidly shifting to preserving it. Whether they have accumulated this on their own or with the assistance of another financial professional, they are seeking another perspective. They want to work with a team that has expertise – professionals who have not only done it before, but are consistently continuing to improve their skills as time goes on.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2008, 2010-2017
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2018-2019
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 2008-2009
Award recognizing persistency and performance
National Sales Achievement Award 2008-2009
Award recognizing performance