- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Life Insurance
- -Health Insurance
- -Long-Term Care Insurance
Funds Used With Clients
Firm Client types
|IFP Securities, LLC||9 months, 3 weeks||May 2019 - Present|
|Independent Financial Partners||1 year, 6 months||Aug 2018 - Present|
|Lpl Financial, LLC||2 years, 10 months||Jul 2016 - May 2019|
|Cetera Advisor Networks||3 years, 6 months||Jan 2013 - Jul 2016|
|Financial Network Investment Corporation||24 years, 10 months||Feb 1988 - Dec 2012|
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.
Investment Management Consultants AssociationMembershipIMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
Kingdom AdvisorsMembershipKingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
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.
Certified Investment Management AnalystDesignationThis designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.
Articles and Answers
Licenses & Conducts
$120.8MTotal Assets Under Management
$0Total Assets Under Advisement
105number of clients
$1.2MEstimated Average Account Balance Per Client