Our Qualifications

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

         DAN R. STRAIN, CEO

         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