My Designations

Retirement Income Certified Professional (RICP)

A professional designation for experienced financial professionals who wish to become experts in retirement income planning. A Retirement Income Certified Professional helps retirees and near-retirees develop a plan for managing and using the assets they have accumulated for retirement in order to live within a realistic budget and not run out of money prematurely.

Life Underwriter Training Council Fellow (LUTCF)

The LUTCF designation is awarded to financial services professionals who show proficiency in standardized ethical requirements and who also complete a five-course curriculum that focuses on life insurance planning.

Chartered Financial Consultant (ChFC®)

The ChFC® designation is an expansion on the coursework required for the CFP® designation. The coursework delves more into details of personal financial planning and is provided by the American College.

Wealth Management Certified Professional (WMCP®)

The Wealth Management Certified Professional (WMCP®) designation is awarded to financial professionals who have shown expertise in ethical standards and completed a rigorous curriculum. It signifies proficiency in guiding clients through goal-based wealth management strategies, including investing, borrowing, and protection, tailored to their financial objectives and life stages.