Broker Check

Honors & Accomplishments

  • Leaders Council Member - 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2009, 2008, 2007 & 20061
  • 2014 Champion Circle Member (Ranked 16th by SagePoint Financial)1
  • 2014 Million Dollar Club Member1
  • Platinum Advisor, SunAmerica the Retirement Specialist -2015,2014,2013,2012 &20111
  • Achievers Council Award - 2010 & 20111
  • The Prestigious "Archon" Award - 2000 thru 20051
  • Baker's Dozen Award (Ranked 5th in the Nation with SunAmerica Securities) 20031
  • Masters Forum Diamond Level Award - 20041
  • Masters Forum Platinum Level Award - 20041
  • Masters Forum Gold Level Award - 20041
  • Million Dollar Club - 20031
  • President's Performance Award - 1998 thru 20031
  • Leadership Council - 2003 & 20041
  • Leadership Society - 20031
  • SunAmerica President's Advisory Council - 2001 thru 20031
  • SunAmerica Leaders Circle - 20031
  • All-American Team - 20021
  • PIMCO Chairman Council Member - 20021
  • MFS Circle of Distinction - 1998 & 19991
  • Alliance Elite Advisor - 19991
  • Circle of Champions1
  • Numerous other financial awards & accolades dating back to 1984

1These achievements are based on sales production for the year stated.

2Based on Experience, Training, Education and Certifications

Third-party rankings and recognitions from rating services or publications are no Guarantee of future investment success. Working with a highly rated advisor does 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 of any client nor are they representative of any one client's evaluation.

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