Professional Credentials and Designations

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.

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Current Retirement Savings

    Are my current retirement savings sufficient?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

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