College for Financial Planning 2005 - 2006
CHARTERED RETIREMENT PLANNING COUNSELOR, CRPC
College for Financial Planning 1990 - 1992
CERTIFIED FINANCIAL PLANNER practitioner, CFP
Life Office Management Association, Inc. 1981 - 1985
Fellow, Life Management Institute, Insurance
Awards:
Five Star Wealth Manager Award Baltimore Magazine Recipient of Baltimore Magazine’s 2012 & 2013 Five Star Wealth Manager Award