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®)