Certified Financial Planner™ (Cfp®) Certified Investment Management Analyst® (Cima®) Series 7,31,63,65 Life, Accident and Health Insurance Agent Nmls# 1279583 Certified Financial Planner Board of Standards, Inc. Investment Management Consultants Association Ca, Ct, Fl, Hi, Il, La, Ma, Mi, Nh, Nj, Ny, Oh, Pa, Tn, Tx, Va, Wa