We have an extensive and diversified business background with more than 35 years of business experience. Designations include Certified Financial Planner™, Certified Investment Management Analyst™ and Accredited Domestic Partnership Advisor. Registrations include Series 7, 63 & 65 as well as Life, Health and Disability insurance licenses. In addition, designation accredited curriculum was completed in estate planning through the National Association Estate Planning Council and paralegal training through Adelphi University. Although, we assist in the estate planning process for clients, we do not provide legal or tax advice. We believe education is paramount to providing the best advice to clients, for this reason the team continues to further their education on an ongoing basis.
Additional team education qualifications include; BA in Economics and Political Science, MBA in Business Administration, Ph.D. in Business Management and Finance and investment manager analyst certification curriculum from the Wharton School of Business.
Other team member experiences include employment with both large and small publicly and privately held corporations with responsibilities that account for profit and loss, oversight of multi-million dollar projects/contracts/product lines, managing financial matters and playing an integral part in maintaining client relationships. Other team member awards include the Distinguished Service Award which is designed to recognize outstanding branch support team members that embody core values such as service, respect, integrity and teamwork.
Team member affiliations include: Certified Financial Planner Board of Standards, Inc., the Financial Planning Association, the Central Arizona Estate Planning Council (an affiliate to the National Association of Estate Planner & Councils), the National Contracts Management Association, and the Investment Management Consultant's Association.
The team's extensive qualifications, strong work ethic and background assist them with providing exceptional client experiences using their skills, experience, and knowledge that build strong relationships and guide clients with the best advice for achieving their goals and dreams.