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Our Qualifications

With 50 years of combined experience in the insurance and financial services field, Bill & Travis--along with our staff--have made a commitment to our clients to always stay abreast of changes within our fast moving industry. Bill has both his Chartered Life Underwriter (CLU) and his Chartered Financial Consultant (ChFC) designations from the American College. Travis has his Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning. In addition to the legally-required courses of Continuing Education, each of these designations requires their own CE standards be met.