Professional
Member, Charlotte Estate Planning Council
Member, Society of Financial Service Professionals
Member, National Association of Insurance and Financial Advisors
Million Dollar Round Table, Qualifying/Life Member, 1999-2010
Million Dollar Round Table, Court of the Table, 2010
I have received the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College.
I have received the professional designation of Accredited Estate Planner (AEP) from the National Association of Estate Planners and Councils.
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