CSA People

Congratulations CSAs!

We are immensely proud to honor and celebrate the remarkable achievements of the Certified Senior Advisors who have dedicated two decades or more to this esteemed role. Your unwavering commitment and profound expertise have not only shaped the landscape of senior advisement but also significantly enhanced the lives of countless older adults. Your 20-year milestone is a testament to your dedication, professionalism, and the profound impact you have made in your community. Today, we extend our deepest congratulations and heartfelt gratitude for your exemplary service and enduring dedication as a Certified Senior Advisor®.

Randy Abril 1/30/2004 Abril Business Services 21
Michael Aldridge 12/5/2003 Preferred Financial Group, Inc. 21
Mike Anderson 1/17/2004 Senior American Insurance Group LLC 21
Charles Bailey 5/8/2004 Charles Bailey & Assoc CPA 21
Jeffrey Baker 5/22/2004 First Financial Strategies 21
Cynthia Barton-Spencer 8/23/2004 John Barton Insurance Agency 21
David Blackston 12/6/2003 David S Blackston 21
Robert Bovitz 3/5/2004 Robert Bovitz 21
Joseph Brady 12/19/2003 Allstate 21
Katherine Brown 4/24/2004 Joss Brown Wealth Advisors 21
Karl Bruns-Kyler 8/21/2004 The Big 65 Senior Insurance Services 21
Donald Bucchi 1/1/2004 Wagner Financial Services 21
Andrew Burnham 7/13/2004 CBIZ Benefits 21
Nancy Campbell 1/16/2004 Benefit Planning 21
Kathryn Cawley 11/7/2003 The Voyager Group, Ltd 21
Peter Cicciari 9/17/2004 Maranatha Financial Services 21
Debbie Davis 8/7/2004 Independent Financial 21
Terry Donner 7/15/2004 Aging Matters, LLC 21
Lee Ann Dunn 8/21/2004 The Dunn Group, LLC 21
Peggy Farnworth 8/7/2004 Cambridge Investment Research 21
Dmitry Feldman 4/24/2004 Feldman Financial Services 21
Lori Franzo 7/24/2004 Comforcare Senior Services 21
Robert F. Gary 7/10/2004 Bob Gary 21
Timothy Gelinas 8/21/2004 Senior Financial Planning LLC 21
Thomas Gier 2/2/2004 Straightforward Insurance Solutions LLC 21
Donald Goerner 4/24/2004 Spectrum Wealth Management 21
Walter Golczewski 11/21/2003 WJG ENTERPRISES INC 21
Fred Goldenberg 3/30/2004 Senior Benefit Solutions 21
Colleen Grandon-Phillips 7/10/2004 Colleen's Tax Service, LLC 21
Noelle Granville McIntyre 2/19/2004 Granville Financial 21
Julee Hafner 6/26/2004 drjuleehafner, Inc. 21
Charlotte Hartmann-Hansen 6/26/2004 Hartmann-Hansen Consultants 21
Eugene Hawkins 3/6/2004 Eugene Hawkins Agency 21
Hedy Hebert 7/24/2004 Benefit Consulting Services 21
David Herndon 9/11/2004 Mutual of Omaha 21
ZuAnn Hogan-Tuell 6/25/2004 Secure Legacies, LLC 21
Laura Ingraffea 11/22/2003 Laura Ingraffea, CPA 21
Marwan Jabbour 2/19/2004 USA Retirement Income Solutions 21
Helen Keit 4/9/2004 Keller Williams Realty Landmark 21
Toni Kuchler 8/24/2004 Toni J. Scordato Kuchler, CSA 21
Anthony Ledet 7/24/2004 Anthony Ledet Insurance Agency, Inc. 21
Rebecca Lilley 5/8/2004 Pinetree Retirement Planning P.A. 21
Mark Matkovic 9/17/2004 Avantax Investment Services 21
Jody Meyers 4/24/2004 J Meyers & Associates 21
Timothy Milks 8/21/2004 Milks & Associates Inc. 21
John Myrick 1/16/2004 Turbeville Insurance Agency 21
Lawrence O'Brien 9/11/2004 O'Brien & Associates 21
Kevin D O'Connor 6/26/2004 O\'Connor Enterprises 21
Jack Oujo 9/29/2004 Jack Oujo CPA, Inc. 21
Daniel Pahos 8/21/2004 Home Instead Senior Care 21
Mark Prince 11/8/2003 Prince Griffin Financial Group 21
Toni Rabroker 3/31/2004 Spectrum Advisors, Inc. 21
Mike Reppert 11/21/2003 Spectrum Advisors, Inc. 21
Susan Ritchie 1/31/2004 Ritchie Financial/The LTC Store 21
Glenn Rose 8/7/2004 LPL Financial 21
Steven Scheiern 2/6/2004 Cornerstone Reverse Mortgage 21
Laura Schilling 9/13/2004 Financial Innovations, LLC 21
Lynn Schmidt 12/6/2003 Lynco Financial & Tax Services, Inc. 21
Donald Schofield 5/22/2004 Ameriprise Financial 21
Bert Lee Shore 1/17/2004 Senior Guide Post, LCC 21
John Silvestri 4/24/2004 Secure Assets Management, Ltd 21
Sheila Stearos 5/28/2004 Adena PACCAR Medical Education Center 21
Gary Stoudt 6/26/2004 Smart Cents 21
Jay Thompson 3/17/2004 Thompson Financial Inc. 21
Danny Thompson 9/11/2004 DT Financial 21
Cindy Trahin 3/16/2004 Trahin Insurance Services, LLC 21
James Wade 9/17/2004 UNITY Financial Services 21
R B Wilshire 6/25/2004 Wilshire Consultants Inc 21
Jeffrey Winn 11/20/2003 Winn Partners Financial Group 21
Todd Wooten 12/6/2003 Blue Sky Financial Partners 21