Our Qualifications

JONATHAN  D. CHAREST- Investment Advisor Representative

    Education Degrees and Designations:

       MSFS: Master of Science in Financial Services

       RFC: Registered Financial Consultant

       CFS: Certified Fund Specialist

       Board Certified in Estate Planning*

       Board Certified in Asset Allocation*

       Board Certified in Mutual funds*

           *Board Certifications from Institute of Business and Finance in Lajolla, CA     

DON G. CHAREST, SR.- Registered Represenative

    Don has earned the designations of:    

       ChFC^®: Chartered Financial Consultant

       RFC:   Registered Financial Consultant

       CFS: Certified Fund Specialist