Our Qualifications

To stay on top of my field and develop professional skills over years of experience, I’ve regularly attended industry training and certification programs. These include completing the curriculum and passing the following exams: 
 
 • CERTIFIED FINANCIAL PLANNER TM (CFP ®)
 • Chartered Life Underwriter (CLU)
 • Chartered Financial Consultant (ChFC)
 • Master in Business Administration (M.B.A.)
 • Wharton Certificate in Retirement Planning
 
 
 
 
* ChFC and CLU are professional designations of The American College, Bryn Mawr,PA.