Broker Check

Affiliations

American Mensa

American Mensa is the largest national Mensa operating under the auspices of Mensa International, Ltd. There are currently more than 100,000 members worldwide, and an estimated six million Americans are eligible for Mensa membership. Members of American Mensa range in age from 2 to 102. They include engineers, homemakers, teachers, actors, athletes, students and CEOs, and they share only one trait — high intelligence. To qualify for Mensa, they scored in the top 2 percent of the general population on an accepted standardized intelligence test. 

Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning professionals in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

TrustLink

TrustLink is a program that assists businesses and consumers in building trusted relationships in an online community. TrustLink publishes hundreds of thousands of business storefronts containing valuable feedback from customers along with other important information on the businesses. The service is free to the public.

We strive to be an outstanding corporate citizen

We care deeply about the communities we serve. One of our firm's guiding values is to give back to the community in appreciation for the opportunities which it affords us. We are proud to be members of and support the following organizations ...

Please Note: These links are being provided strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.