Credentials

Advisor & Co. combined with our MGA "Financial Horizons Group" are a dynamic participant in the financial services industry. These are just a few of our credentials.

CFA® Institute is the global, not-for-profit association of investment professionals that awards the CFA designations.

RFC® is a professional designation awarded by the IARFC to those financial advisors who meet high standards of education, experience and integrity.

Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for personal financial planning.