Our Qualifications

Since entering the financial industry we have always strived to provide our clients with the best service, and innovative ideas. In order to maintain these goals we have continually educated ourselves. Whether it is company workshops, industry trade meetings, and professional designations, we continually attend these educational meetings to stay on top of our industry. All of our representatives have completed the FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Securities State Law, and NASAA Series 65: Uniform Investment Advisor Law Examinations.  We are often asked by our peers to attend, and assist them in meeting with their clients. In addition, our clients continually refer us to their friends and family so that they can get the same services from our firm.