Certified Public Accountant
Member of Iowa Society of CPA’s
http://www.iacpa.org/
(IA License # 2257)
Member of American Institute of CPA’s
http://www.aicpa.org/index.htm | Personal Financial Specialist
(Certificate #01093)
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Licensed Certified Financial Planner™
www.cfp.net |
ChFEBCSM
Chartered Federal Employee Benefit Consultant
Federal Seminars and ChFEBC℠ Inc. owns
these ChFEBC℠ in the U.S.. which It awards to individuals who
successfully complete Federal Seminars and ChFEBC℠ initial and ongoing
certification requirements.
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Member of Better Business Bureau
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Our
mission is to provide each client with excellent service and
expertise.
We are committed to
"Doing the
things other advisors neglect to do,
giving you and your family a better life" |
