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®.

Shahram Alae 8/24/2002 Tones Insurance & Financial Services 23
Allen Bonvillain 10/20/2001 Allen Bonvillain Ins 23
Urban Braam Jr 9/21/2002 Urban Braam 23
Edward Brown 12/8/2001 Edward L. Brown, CFP 23
Patrick Brown 3/23/2002 Capital Portfolio Management, Inc. 23
Dawn Burnett 12/8/2001 A New Dawn Natural Solutions 23
Pamela Caprio 5/25/2002 Center for Financial Strategies, LLC. 23
Donald Conrad 1/11/2002 Conrad Capital Management Inc. 23
Peter Creedon 10/13/2001 Crystal Brook Advisors 23
Lonnie Crosby 1/26/2002 Lonnie Crosby 23
Winston Dookram 1/11/2002 Winston Dookram Agency, Inc 23
James Earl 3/12/2002 Jim Earl Financial 23
Ricky Erickson 9/21/2002 Informed Choice Insurance Agency 23
Daniel Finnegan 10/13/2001 OSAIC WEALTH, INC. 23
Ronald Fischer 4/13/2002 Seniors Financial Guidance 23
Ann Ganze 2/8/2002 First Fed Insurance Agency, Inc 23
James Garrison 1/27/2002 Investment Strategies 23
Frederick Grefe 7/20/2002 Frederick Grefe 23
Jeff Hackmeier 1/23/2002 Jeff D. Hackmeier & Assoc. Inc. 23
George Hiller 5/25/2002 Hiller Insurance Agency 23
Jeffrey Jones 5/25/2002 Life Transition Services, LLC 23
Edward Jozefiak 11/18/2001 Edward Jozefiak 23
Monte Kane 9/21/2002 BDO USA, LLP 23
Robert Keane 9/21/2002 Robert Keane 23
Bob Khzam 8/24/2002 Bob Khzam, CSA 23
Michelle Kosoi 11/17/2001 Pacific Life 23
Dean Kunihiro 8/24/2002 The Elite Financial Network, Inc 23
Michele Laden 2/22/2002 Allstate Insurance 23
Melissa Matson 8/24/2002 MRS Wealth Advisors 23
Phillip Mattox 2/9/2002 PMIA, Inc 23
Jan Miles 1/3/2002 Miles Financial Services Inc 23
Ann Marie Milinazzo 8/10/2002 Hadad-Milinazzo Financial Group Inc. 23
Jimmy Morrell 3/15/2002 23
John Morvay 1/25/2002 M1 Services 23
Melissa Mosley 1/8/2002 White Owl Consulting/LifeCircle Enterprises 23
Carol Murin 2/9/2002 Solutions For Long Term Care, Inc. 23
Thomas Parker 6/25/2002 Arlington Associates LLC 23
Michael Puhr 8/10/2002 Puhr Financial Services, Inc. 23
Robert Rebussini 12/8/2001 Integrated Financial Partners 23
Rosanne Roge 1/12/2002 Finley Wealth Advisors 23
John Ruggiero 9/3/2002 MAF Companies Inc 23
Steven Rupnik 8/6/2002 Midwest Money Management, Inc. 23
David Sawchuk 5/25/2002 Liberty Financial Group 23
David Schaeffer 1/26/2002 American Retirement Advisors 23
Gregory Schaeffer 7/26/2002 The Schaeffer Financial Group, LLC 23
Kristi Schaeffer Kleutsch 7/26/2002 The Schaeffer Financial Group, LLC 23
Jerry Seiler 4/1/2002 Multi State 23
James Shaffer 5/14/2002 JF SHaffer 23
Margaret Stedt 9/25/2002 Stedt Insurance Services 23
Mark Stimpson 1/25/2002 Elevated Financial Management 23
Deborah Towers 8/10/2002 Towers Wealth Management, Inc. 23
Kathryn Trimarke 2/8/2002 The Thomas Morgan Group, Inc. 23
Sharon Wingert 9/21/2002 Van Allen Agency, Inc. 23
Chris Wismer 5/25/2002 Wismer Financial Services 23
Mary Wong 2/22/2002 Mary Wong Insurance Services 23
Thomas Young 2/4/2002 1st Consultants, Inc. 23