Awards, Honors & Designations

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Million Dollar Round Table (18 years)

Founded in 1927, the Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world’s leading life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.*

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Leadership Roles with NAIFA (President, Board of Directors)

The National Association of Insurance and Financial Advisors (NAIFA) comprises nearly 800 state and local associations representing the business interests of 225,000 members. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

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Top 4 Under 40 Award 2016 and 2017

The Forty Under 40 Award honors outstanding professionals age 40 or under who have risen to the top of their industry while also being involved in their communities. Judging is based on the criteria of success in practice, continuing education, industry involvement, and community involvement.**

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Certified Financial Planner™ Certification, ChFC® and CLU® Designations

In addition to the CERTIFIED FINANCIAL PLANNER™ certification, we have also worked hard to achieve additional status as a Chartered Financial Consultant® and Chartered Life Underwriter®.

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Forbes Finance Council Member

Forbes Finance Council is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded the Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.

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NAIFA Quality Award 2016, 2017, and 2018

In recognition of your commitment to exceptional client service, professional education, industry volunteerism and adherence to the NAIFA Code of Ethics.***