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.

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 CDFA^TM designation.  She joined the firm in 2008.