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Education, Designations & Accomplishments


California Southern University 
B.A., Business Administration

College for Financial Planning  
Completed CFP Certification Professional Education Requirements,


Registered Financial Consultant (RFC®)

IARFC International Association of Registered Financial Consultants (

Accredited Wealth Management AdvisorSM

Chartered Retirement Plans SpecialistSM

College for Financial Planning

LACP, Life and Annuity Certified Professional  


NAIFA, National Association of Insurance and Financial Advisors

MDRT - Million Dollar Round Table   2001-2019*

IARFC International Association of Registered Financial Consultants

*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. 

NAIFA Quality Award Financial Advising and Investments 2017-2022***

***Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.