- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Centauri Advisory Group, Inc.||8 years, 3 months||Jan 2012 - Present|
|Trustmont Advisory Group, Inc.||3 years, 11 months||Jan 2008 - Dec 2011|
|Trustmont Financial Group, Inc.||4 years, 11 months||Jan 2007 - Dec 2011|
|Efgroup, LLC||17 years, 7 months||Sep 2002 - Present|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Licenses & Conducts
Centauri Advisory Group, Inc.
$34.7MTotal Assets Under Management
N/ATotal Assets Under Advisement
$108.4KEstimated Average Account Balance