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®.

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