Our Qualifications

We have been working with individuals and businesses in the area for several years.

Each of our agents has extensive personal and professional experience.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Our Advisors:

Frank E. Cannon, CEO holds the professional designation of Certified Funds Specialist ® (“CFS®). The CFS® certification is a mutual fund related credential awarded by the Institute of Business & Finance (the “IBF”) to those individuals who satisfy its education, experience and ethics requirements. Through the CFS® Program, designees seek to develop a better understanding of the various ways to evaluate and compare fund financial measurements and benchmarks. Frank is also a licensed Insurance Agent.

Christy A. Hayes, Chief Compliance Officer received her Bachelor of Science degree in Economics from Texas A&M University, and also passed the Series 65 to become a Registered Investment Advisor with our firm. Christy holds her Wealth Management Specialist(WMS) designation, is a National Social Security Advisor certificate holder,  and plans to continue to broaden her education in the financial services industry. Christy is also a licensed Insurance Agent. 

We’re looking forward to using our expertise to help you pursue your financial goals.