Our Qualifications
We have been working with individuals and businesses in the area for over 25 years.
Each of our agents has extensive professional experience and strong ties to the community.
We also hold various professional designations, including the AIF® and PPC® designations, and our qualified representatives are licensed to provide a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. 
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our expertise to help you pursue your financial goals!
Why choose an AIF® Designee?
Working with an AIF® Designee is the best way to ensure the advice you are receiving is really in your best interest!
Any advisor should understand and follow a fiduciary process, but even those investment professionals who are required to act as fiduciaries might not have the experience or training to prepare them for this enormous responsibility. Fi360 is accredited by the American National Standards Institute for the AIF® Designation, making the designation part of an elite group of accredited designations for financial professionals.
Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart.
What does it mean to be a CFP® professional and why does it matter?
A CFP® professional has met rigorous qualifications for financial planning, committed to high standards of professional conduct and ethics, completed years of experience, and passed the comprehensive CERTIFIED FINANCIAL PLANNER™ exam.
This matters because it demonstrates a deep commitment to acting in the client's best interest at all times. It shows that a planner is serious about their fiduciary responsibility and has taken extra steps to ensure the highest level of care and competency for their clients.
Visit letsmakeaplan.org to learn more!