Our Qualifications

David A. Watson, President

  • 25 years in the financial services industry

Academic Background:

     St. Louis University

  • Honors Bachelor of Science in Business and Administration - cum laude - Alpha Mu Alpha
  • Honorary for outstanding scholastic achievement in the marketing discipline

Professional Certifications:

  • Chartered Life Underwriter  (CLU)
  • Chartered Financial Consultant (ChFC)
  • Registered Health Underwriter (RHU)
  • Registered Employee Benefits Consultant (REBC)

Professional Associations/ Memberships: 

  • Society of Financial Service Professionals
  • International Foundation of Employee Benefit Plans
  • National Association of Health Underwriters
  • National Association of Insurance and Financial Advisors