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Tax planning strategies for individuals, businesses, and retirement accounts.
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Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
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At a Glance
IBF Designations
2
Member Since
2014
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.