Why Us
Education Background of Principal:
- College of Financial Planning, Denver, CO. October 1987 – January 1990
- Certified Financial Planner (CFP), May 1990
- The American College, Bryn Mawr, PA, September, 1982-85 Chartered
- Life Underwriter (CLU), June 1984
- Chartered Financial Consultant (ChFC), May 1985
- Memphis State University, Memphis, TN, 1976-78
- Master of Business Administration (MBA), May 1978
- Memphis State University, Memphis, TN, 1972-76
- Bachelor of Business Administration (BBA), Cum Laude, May 1976
- Other Professional Educations:
- Investment Courses Through:
- Investment Institute
- FPA Seminars
- MDRT Focus Sessions
- Real Estate Courses Through:
- Professional School of Real Estate (West TN)
- D & D School of Real Estate
- Insurance Courses Through:
- Life Underwriting Training Council (LUTC)
Working Experience:
- President, Financial Planning Group of Memphis, Inc. (April 1990-present)
- General Agent, K.C. Lam & Associates, Memphis, TN (December 1981 to present)
- Principal Broker: Cordova Reality, TN, July 1, 1999 to present
- Unit Manager, Principal Financial Services, Iowa, November 1983 to April 1985
- Division Manager, Jefferson-Pilot Insurance Company, Memphis, TN (February 1980 – October 1983)
Professional Achievements:
- Kensington’s Who’s Who in Financial Planning
- Agent of the Year (three times), Agent of the Year Runner-Up (twice)
- Midland National Life
- Hall of Fame – Americo Financial Life
- Great Southern Life
- All Stars Insurance Award (Life Insurance Selling Magazine)
- Million Dollar Round Table (Based on Sales); Life and Qualifying Member, Honor Roll – Court of the Table & Top of the Table Member
- National Sales Achievement Award (NAIFA)
- National Quality Award (NAIFA)
- President’s Club Member (Jefferson-Pilot, Midland National Life, and Golden Rule Insurance Company)
- Chairman’s Club Member (Midland National Life)
Licenses Held:
- Life
- Health
- Property
- Casualty
- Prepaid Legal
- Variable Contracts
- Investments (FINRA Series 7 & 63)
- Notary
- Real Estate Broker
Memberships:
- Financial Planning Association (FPA)
- National Association of Insurance & Financial Advisors
- The Chinese Association of Memphis (President 1987, 1989, 1991, & 1993)
- Million Dollar Round Table (Based on Sales) (Life & Qualifying Member, Court of the Table & Top of the Table)
- Board Member – World Cataract Foundation
- Association of MBA Executives
- Mid-South Institute of Certified Financial Planners (ICFP)
- Memphis Area Association of Realtors
- Tennessee Association of Realtors
- National Association of Realtors