At Certified Financial Services, we believe in the power of long-lasting relationships with our clients. Your long-term goals require long-term plans. The success of your financial plan is dependent upon exceptional service, renowned expertise, and a lifelong relationship with an advisor that puts strategies in place from a macroeconomic perspective. The members of our team are committed to creating holistic plans designed around your lifestyle, and in pursuit of your short- and long-term goals.
Our extensive network of advisors expands to other industry professionals. Through collaboration and partnership, we provide you with solutions that lead to financial independence and confidence.
Meet the Leadership Team

General Agent

General Agent

General Agent

General Agent

Associate General Agent


Management Team
Through the experiences and knowledge of our management team, we provide ongoing education to all our financial professionals so they can better serve their clients in various ways.

Our Team
We have a diverse team of financial professionals who all work hard to fulfill the goals of their clients. Our team focuses our efforts on providing products and services that helps bring financial confidence for generations to come.