Our Qualifications

We have 24 years of experience.

Education:

1985 B.A. Aurora University, Concentrating in Business.

1985 Life Insurance License State of Illinois.

1988 Accident and Health License.

1992 Financial Industry Regulatory Authority, Inc. Series 6 & 63 Variable Contracts.

1994 Certified Financial Planner (tm) certification,  Certified Financial Planner Board of Standards.

1994 Registered Investment Advisor Representative in State of Illinois.

1995 Financial Industry Regulatory Authority, Inc. Series 7 Stocks and Options.

2007 Ed Slott Elite IRA Advisor

2009 Ed Slott Master Elite IRA Advisor

Community Activities:

Omicron Gamma Alpha Fraternity Alumni Association (Founding President).

Aurora University Alumni Association (Board Member).

Big Brothers/Big Sisters (Big Brother).

Jaycees (President, Vice-President, Secretary, Treasurer).

Aurora Hispanic Chamber of Commerce (Board Member, Vice-President, President).

Provena Mercy Foundation of Aurora (Board Member).

Greater Aurora Chamber of Commerce (Board Member).

Paramount Arts Center & Aurora Civic Center (Board Member).

Aurora Downtown (Board Member).

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner (tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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