Our Qualifications

Greg Rodiger holds the CFP® and ChFC designations and has a Masters in Financial planning.  He joined the firm in 1983.

Matthew Robey holds the ChFC designation.  He joined the firm in 1984.

Edward Fredericks holds the CLU, ChFC and CFP® designations.  He joined the firm in 1996.

Michael Thomas holds a LUTCF and joined the firm in 1995.

Ronald Molles holds the CLU and ChFC designations.  He joined the firm in 1997.

Patricia Carrera holds CDFATM designation.  She joined the firm in 2008.