CHIEF EXECUTIVE OFFICER and COMPLIANCE OFFICER
- Center for Fiduciary Studies: Professional Plan Consultant designee (PPC™) 2016
- Center for Fiduciary Studies: Accredited Investment Fiduciary designee (AIF®) 2015
- International Foundation for Retirement Education (InFRE). Certified Retirement Counselor Certification (CRC®). 2003
- International Foundation for Retirement Education (InFRE). Certified Retirement Administrator Certification (CRA®). 2003
- Dorsey Wright Technical Institute, Point and Figure Charting Certification. 2002
- George Washington University, Washington, DC. Certified Investment Consultants Program, (CIMC). 2001
- Merrill Lynch, Donald T. Regan School of Advanced Financial Management, Certified Financial Manager Program (CFM). 1983
- Life Underwriter Training Courses I & II. Southfield, Michigan (LUTC). 1979
- Michigan State University, East Lansing, College of Education. Commercial Insurance Licensing & Training Certification. 1978
- Eastern Michigan University, Ypsilanti, Michigan B.S. Business Education. 1978
- Life, Variable, Annuity and Health License
- NASAA: Series 65 (Investment Adviser Law)
- Georgia and Florida Real Estate Agent License
- FINRA: Series 7 (General Securities)
- FINRA: Series 99 (Financial Operations Principal)
- FINRA: Series 79 (Mergers and Acquisitions)
- FINRA: Series 24 (General Securities Principal)
- FINRA: Series 63 (Blue Sky Law)