CPA - Certified Public Accountant
CFP® - CERTIFIED FINANCIAL PLANNER™ Professional
CLU® - Chartered Life Underwriter Designation
ChFC® - Chartered Financial Consultant Designation
CLTC - Certified in Long-term Care Designation
MBA - Finance, DePaul University
MDRT* - Million Dollar Round Table, Life and Qualifying Member.
Member - AICPA; and Personal Financial Planning Section
Member - Society of Financial Service Professionals
Member - The Financial Planning Association
*MDRT is recognized throughout the industry as the standard of
excellence in life insurance sales performance.