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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.