Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.





  • Pledges to place your interests above all else when helping to establish financial goals and implement a financial plan.
  • Pledges to follow the latest industry developments and legislative challenges to help you reach your financial goals.
  • Pledges to adhere to a strict code of ethics.
  • Is committed to providing you with superior service.
  • Has successfully completed a comprehensive curriculum of college-level courses from The American College.
  • Has a minimum of three years of qualifying professional experience.
  • Is one of a select group within the financial services field to earn this respected credential in financial planning.