Our Certifications
ChFC®
An Advisor who has earned their ChFC designation and has received specific eduation enabling them to advise their clients on a myriad of topics. Not only can they provide fundamental educational planning advice, but tey can also advise on current topics such as: behavioral finance, families with special needs dependents, small business planning, financial planning for clients in the LGBT community, financial planning for divorce, and much more. The education an advisor has recieved in the ChFC cirriculum has made them a diverse financial planner, ready to serve every person, every need.
To learn more, please visit: ChFCDesignation.com
CLU®
Your Chartered Life Underwriter designee has earned the premier credential in the insurance profession, representing eight or more comprehensive college-level courses covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance and risk management. For more than 80 years, consumers have trusted this mark, which is conferred by The American College, a non-profit educator with the highest level of accreditation.
The average study time for the program is over 400 hours and can take years to earn. Each CLU must also complete a minimum of 30 hours of continuing education every two years and meet extensive requirements, ensuring the knowledge you're counting on is both comprehensive and current.
To learn more, please visit: CLUhighestStandard.com
CRPC®
Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
MBA
Kristen recieved her Bachelor of Business Administration in finance and marketing with a minor in economics from the University of Kentucky. She then went on to get her Master of Business Administration from the University of Kentucky.