Our Qualifications


"The Person who Graduates Today and Stops Learning Tomorrow is Uneducated the Day after." Newton Baker


Dan holds the following professional designations:

Financial Advisors Due Diligence Certification (FADD), 2010
Chartered Financial Consultant (ChFC), 2008
Chartered Life Underwriter (CLU), 1984
Registered Health Underwriter (RHU), 1979
Life Underwriters Training Council Fellow (LUTCF), 1985
Doctor of Philosophy in Business Administration (PHD), 2002
Certified Income Specialist (CIS), 2003
Certified Fund Specialist
Certified Annuity Specialist
Board Certified in Mutual Funds and Annuities
Master of Science in Financial Services (2005)
Counselor License in Georgia