Professional Achievements
Pacific Life Advisory Council 2018, 2019, 2021
AIG Platinum Advisor 2015, 2016, 2018
Ohio National Life Wall of Fame
Ohio National Life ON Concierge Elite member
Pacific Life Advisory Council
National Leaders Conference Qualifier (Maui, Hawaii), Asset Marketing Systems, Inc.
Allianz Life Masters Forum Platinum Club
National Leaders Conference Qualifier (Nassau, Bahamas), Asset Marketing Systems, Inc.
Allianz Life Masters Forum Gold Club
Allianz Life Masters Forum Platinum Club
National Leaders Conference Qualifier (Torrey Pines), Asset Marketing Systems, Inc.
National Leaders Conference Qualifier (London), Pacific Life Insurance Co.
Special Recognition Award, B.A.S.I.C. World Summit (Las Vegas, Nv.)
National Leaders Conference Qualifier (Hawaii), Pacific Mutual Life Co.
National Leaders Conference Qualifier (Whistler, British Columbia), P.F.G. Securities, Inc.
Paul Harris Fellow, awarded by the Rotary Foundation of Rotary International
Broker of the Year Award, M.D. Advisors, Inc. Oakland,Ca.
National Seminar Qualifier (Silverado),American Mutual Life Co.
Silver Eagle Award, American Mutual Life Co.'s distinguished
sales award
Golden Eagle Award, American Mutual Life Co.'s top sales award
Member, International Association of Financial Planners (I.A.F.P.)
Blue Vase Recipient, Guarantee Mutual Life Co.'s top sales award for new agents
Million-Dollar Producer's Club, Guarantee Mutual Life Co.
Member, National Association of Life Underwriters, Inc. (NALU)
Awards may be based upon sales generated and are not necessarily based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do 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 by any client nor are they representative of any one client’s evaluation.