Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
PROFESSIONAL DESIGNATIONS
The CERTIFIED FINANCIAL PLANNERTM (CFP®)
CFP® certification identifies to the public those in individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, fairness, confidentiality, professionalism, and diligence when dealing with clients.
CLU® - Chartered ife Underwriter
Highest Standard of Knowledge and Trust
The Commitment of a CLU®
“In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”
