Professional Affiliations
- Certified Financial Planning Board of Standards: www.letsmakeaplan.org
- Chartered Life Underwriter®: https://www.
theamericancollege.edu/ designations-degrees/CLU - Financial Planning Association: www.onefpa.org
- FINRA: www.finra.org
- *Kestra Financial: www.kestrafinancial.com
- National Institute of Certified College Planners®: https://www.niccp.
com/
*Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Advisory Services, LLC.