Our Qualifications

*49 years in financial services business
*Chartered Financial Consultant (CHFC)
*Chartered Life Underwriter (CLU)
*Series 7 General Securities Representative
*Series 63 Uniform Securities Agent State Law
*Securities registered in Indiana, Illinois, Ohio and Florida
*Life & Health Indiana Insurance licensed
*Presented many public seminars
*Taught numerous financial/insurance schools
*General Agent for several life insurance companies
*Independent agent with several additional insurance companies
*Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC