Our Awards and Certifications

STEVE GLENN

  • Adjunct Professor at The American College, The University of North Florida and Florida State College at Jacksonville
  • Past President of North Florida Society of Financial Services Professionals
  • Chairman of The Florida State College at Jacksonville Insurance, Real Estate  and Financial Service Advisory Committee
  • NAIFA’s C.G. Snead/J.F. Bryan III Memorial Award 2015
  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)
  • Accredited Investment Fiduciary® (AIF®)
  • Master of Science in Financial Services
  • Master of Science in Management

KATHY MATHEWS-GLENN

  • Past President of The Jacksonville Association of Life Underwriters
  • Past President of the Jacksonville Association of Health Underwriters
  • NAIFA C.G. Snead/J.F. Bryan III Memorial Award 2000
  • Accredited Investment Fiduciary® (AIF®)

PHILIP ROGERO

  • National Association of Insurance and Financial Advisors (NAIFA)  Florida Top 40 Under 40- 2014
  • National Association of Insurance and Financial Advisors (NAIFA) Florida Top 4 Under 40- 2016 and 2017
  • Financial Services Certified Professional® (FSCP®)
  • Chartered Retirement Plan Specialist® (CRPS®)
  • Million Dollar Round Table 2016-present

MICHAEL ROGERO

  • North Florida Society of Financial Services Professionals Board of Directors 2009-2012
  • NAIFA Jacksonville Board of Directors 2004-2007
  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)

TARA EULENFELD

  • Chartered Retirement Plan Specialist® (CRPS®)
  • Accredited Investment Fiduciary® (AIF®)

RAJI COREY

  • Financial Services Certified Professional® (FSCP®)