Industry Affiliations

Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our industry affiliations are detailed below.


Eric Reed and Benjamin Gerald are members of the National Association of Financial Advisors, an organization that advocates for positive changes in the legislative and regulatory environment of the financial industry and provides learning and networking opportunities for its members.


Eric Reed and Benjamin Gerald are 2021 qualifying members of the Million Dollar Round Table (MDRT). MDRT, the Premier Association of Financial Professionals, is recognized worldwide as the standard of excellence in life insurance sales performance in the financial and insurance industry.