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®.

Sandy Archdale 7/1/2003 Senior Resources WA 22
Patrick Armstrong 5/17/2003 The Armstrong Agency, Inc. 22
John Atkins 11/11/2002 More Medicare for Less 22
Rebecca Bachman 8/9/2003 Money Wellness Coach 22
Robert Bailey 9/27/2003 STATE FARM 22
Mickey Batsell 11/11/2002 Creative Marketing Consultants 22
Dan bellina 12/14/2002 Strategic Investment Services 22
Monica Bellizzi 2/21/2003 Thrivent 22
Lori Bennett 5/31/2003 Educators Financial Group 22
L. Ronald Blair 6/9/2003 Personal Benefit Services Group, Inc. 22
Andrew Briggs 12/22/2002 Retirement Strategies, Inc. 22
Scott Briggs 12/23/2002 Retirement Planning Solutions of Michigan 22
Stephen Brown 9/27/2003 Northwest Securities Advisors 22
Christine Bryson-Lazo 9/27/2003 Northern Arizona Seniors in Action Coalition 22
Barbara Cameron 6/13/2003 Cameron Senior Services 22
Lance Canada 1/18/2003 Victorian Finance 22
Joseph Carpenter 6/21/2003 Carpenter Financial Services 22
Joe Celano 3/7/2003 INTRX HealthCare 22
John Champion 6/3/2003 J E Champion Financial 22
Joseph Checchio 6/21/2003 J. Michael Checchio MBA 22
Carson Chlepciak 2/12/2003 Golden Years Agency 22
James Conrad 5/17/2003 Conrad Financial Services 22
Robert Coode 7/26/2003 Marcum Wealth 22
John Croskey 6/21/2003 Black Fox International, Inc. 22
David Cunix 7/26/2003 Cunix Insurance Services 22
Richard D'Ambola 2/5/2003 Richard D'Ambola & Associates, LLC 22
Paul Davis 5/15/2003 Paul H Davis Inc 22
Charles R Eastwood 9/13/2003 Eastwood Financial Group 22
Stanley Fidrych Jr 3/7/2003 The Preplanning Society of PA 22
Marsha Fields 9/8/2003 Duval Fields Consulting LLC 22
Eva Freed 10/19/2002 Eva Freed 22
Lynnette Gamble 1/1/2003 Gamble Retirement Solutions 22
Carla Goedtke 9/13/2003 Investors Choice Financial Services Inc. 22
James Goedtke 9/13/2003 Investors Choice Financial Services Inc. 22
Howard Goldson 3/8/2003 Pinnacle Wealth Strategies LLC 22
William Gullborg 7/26/2003 Wealth Management Resources 22
Bob Gulrajani 1/7/2003 Robert B Gulrajani, CPA 22
Paul Hallmark 8/9/2003 Capstone Planning Solutions, LLC 22
Bill Hammer 6/23/2003 Hammer Wealth Management Strategies 22
Ronald Heilman 8/23/2003 Summit City Insurance 22
Howard Hertz 9/27/2003 Tri Valley Tax & Financial Services Inc. 22
Philip Hildebrand 10/25/2002 Hildebrand Insurance 22
Debra Hogan 12/22/2002 Financial Advocates of Central Florida, Inc. 22
Randall Jenkins 9/27/2003 RLJ Financial Services, Inc. 22
Michael Jones 12/14/2002 Real Estate Solutions 22
Thomas Judge 6/21/2003 Century Business & Financial Services 22
Brigitte Klein 3/15/2003 Winning Strategies Group 22
Robert Kort 9/13/2003 Robert Kort 22
Janet Kusch 11/15/2002 Janet Kusch, CSA 22
Brad Labadie 7/26/2003 Advanced Financial Consulting 22
Michael LeCompte 11/16/2002 M.A. LeCompte, Inc. 22
Elena Ling 9/27/2003 Equitable 22
Toni Little 11/16/2002 A Little Help, LLC 22
Larry Lyons 3/21/2003 The Peoples Bank 22
Greg MacDonald 3/6/2003 Sage Insurance Advisors, LLC 22
Glenn Mackenzie 6/21/2003 MacKenzie Financial Services 22
Rosaline Maloney 8/23/2003 22
Michele Malooley 3/7/2003 Michele A Malooley 22
Sharon Massafra 3/15/2003 Senior Care Management, LLC 22
Rita Medaglio-Barrera 5/17/2003 BMR Global Wealth Management Group, Inc. 22
Beverly Miller 7/26/2003 Miller and Associates Insurance Solutions 22
Bruce Nemovitz 2/19/2003 Realty Executives Integrity 22
Cindy Norsworthy 9/27/2003 Estate Planning Specialist 22
Gary Padussis 3/21/2003 Cape Investment Management 22
Nancy Peters 8/15/2003 Tender Care Hospice 22
Deborah Powers 11/14/2002 Deborah Powers 22
Steve Richardt 11/16/2002 Richardt Insurance Agency 22
Kelly Ross 5/16/2003 Secure Financial & Ins Services 22
TAMMY ROVEDATTI BORBA 7/8/2003 Tammy Rovedatti Borba, CIP 22
Gary Scheer 3/15/2003 Gary Scheer, LLC 22
Judy Shaw 6/21/2003 LTCA Legacy Planning 22
Lisa Shawver 2/22/2003 Lisa Shawver 22
Frank Shimkus 9/22/2003 Burns Brothers Financial Group, Inc. 22
Susan Sklar 3/7/2003 Susan Sklar Insurance 22
Ellen Springer 5/17/2003 Springer & Company CPAs PC 22
William Stack 2/11/2003 Stack Financial Services, LLC 22
Rick Stanzione 4/14/2003 R & R Group, Inc 22
Diana Stephens 3/7/2003 Allstate Insurance 22
Susan Suben 9/29/2003 Long Term Care Associates, Inc. 22
Tammey Sullivan 8/9/2003 Health Care Benefit Services 22
F. Joel Thomas 12/23/2002 F Joel Financial 22
Stephen Wittler 5/2/2003 Wittler LLC 22
Anthony Workman 9/13/2003 Workman Retirement Planning, LLC 22
Joan Yasolsky 9/26/2003 Comprehensive Corporate Care LLC 22