Honors & Accomplishments

• Leaders Council Member - 2022, 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.