Qualifications

Securities America is a leading provider of investment products – annuities, mutual funds, college savings plans.  Mann Financial Services has been in place the last 8 years, and I went directly into the insurance business 18 years ago after earning my bachelor’s degree in communications from Arizona State University.

I am a current 13-year member of the National Association of Insurance and Financial Advisors and the Financial Planning Association.  I have qualified for The Million Dollar Roundtable (MDRT) - the insurance industry's most prestigious award for production - the last ten years, and now am a qualifying life member of the organization.  I have also qualified for the NAIFA Quality Award every year since 2010 for a commitment to exceptional client service, professional education, industry volunteerism, and adherence to the NAIFA Code of Ethics. 

I have also received my Certified Annuity Specialist ® (CAS®) and Certified Fund Specialist ® (CFS®) designation from the Institute of Business and Finance. 

A Certified Annuity Specialist ® is an educated, experienced and qualified professional committed to the well being of you, your family and your business.  The CAS ® can provide basic and advanced guidance on a wide range of actively and passively managed annuities. 

A Certified Fund Specialist ® will gain a complete understanding of your goals and objectives to help identify and develop the strategies, techniques and vehicles that best meet your needs.  The CFS ® can also help you establish and monitor a financial plan utilizing basic and advanced planning strategies.