Our Qualifications


  • CERTIFIED FINANCIAL PLANNERTM Practitioner
  • Chartered Financial Consultant (ChFC)
  • Life Underwriter-(CLU)
  • Life Underwriting Training Council Fellow-(LUTCF)
  • Licensed Insurance Counselor-Georgia
  • Georgia Financial Planning Assoc. Education Committee Chairman
  • Past CFP® Program Instructor - Oglethorpe University, Atlanta, GA
  • Securities Licenses: Series 6, Series 22, Series 63
  • B.A.-1977, University of Tennessee
  • M.A.-1979, University of Tennessee

                                                                                                

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