Our Qualifications

Associates Business Degree
Chartered Financial Consultant/ Chartered Life Underwriter
Life Underwriters Training Council
Agency Management Training
Registered Representative
Certified in Long Term Care
Missouri Partnership Plans

Professional Accomplishments:
Society of Financial Service Professionals Ozarks Chapter
--Past President
Springfield Association of Insurance and Financail Advisors
--Past President
--Past Board Community Service Chairman
2000 Advisor of the Year
Greene Couty Estate Planning Council
-- Past President

LUTC Course Moderator
CLU Course Moderator
PACE Qualified, Professional Achievement in Continuing Education