Professional
Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Representative, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.
Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.
Professional Designations & Licenses:
Certified Financial Planner (CFP®): CFP Board
Charted Financial Consultant (ChFC®): The American College
Chartered Life Underwriter (CLU®): The American College
Certification for Long Term Care (CLTC®): Certification for Long Term Care
Series 6, 63, 65, 7
Awards and Recognition
Million Dollar Round Table Qualifying Member 2005-2013
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