Memberships and Associations

  • NACFA (National Association of College Funding Advisors). Their training is second to none and I just came from a conference that they held in Nevada
  • College Planning Network. It’s one of the primary ways that we stay abreast of all changes and trends in college admissions and scholarship strategies.
  • Prosperity Economics Movement member. It’s a non-profit organization of independent financial advisors who meet twice or more a year to discuss ways to protect and prosper our clients via safe-money/no-low risk assets
  • MoneyTrax member. An association of independent financial advisors that focuses on education and helping our clients understand how money really works and how to avoid market-based asset risks.
  • Career Cruising educational member. Monthly and weekly ongoing training on how to assist high schoolers on ways to discover their strengths and gifts as it pertains to careers and college majors.  This is the software that we’ve helped customize and develop for our practice and our student clients.
  • Truth Concepts member. I attend annual conferences and training on calculators which illustrate how assets perform and compare to each other so my clients can understand the whole truth about money and how it really works.


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