Broker Check

Awards

Five-Star Wealth Manager

National Association of Insurance and Financial Advisors:

  • NAIFA Quality Award 2013, 2014, 2015, 2016, 2017 and 2018
  • NAIFA Top Advisors Under 40 Award 2011 and 2012

Fidelity Advisor:

  • Fidelity Investments Advisors Council 2013, 2014, 2015, 2016 and 2017

Allianz Life:

  • Diamond Club 2009
  • Premier Club 2010, 2011, 2012 and 2013
  • A-List Platinum 2014
  • A-List Gold 2015 and 2016

Ann Arbor Annuity Exchange:

  • 2008 Outstanding Personal Production
  • 2009 Outstanding Personal Production
  • 2010 Producer of the Year
  • 2011 Producer of the Year
  • 2013 Elite Producer
  • President's Circle 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017

The Leader's Group:

  • Top Producer 2008, 2009 and 2010
  • President's Club 2012, 2013, 2014, 2015, 2016 and 2017
  • Director's Council 2011, 2012, 2014, 2015, 2016, 2017 and 2018

Million Dollar Round Table Status:

  • Former Top of the Table 2005, 2008 and 2009
  • Former Court of the Table 2003, 2004, 2005, 2008 and 2009
  • Former Qualifying Member 2003, 2004, 2005, 2008 and 2009