Our Qualifications

DARRYLL R. BAUCHERT, SR., MBA, CFP™, CDFA
President
Registered Investment Advisor


Master of Business Administration
University of Toledo,OH

Bachelor of Arts in Administration
The Ohio State University, Columbus,OH

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards

CERTIFIED DIVORCE FINANCIAL ANALYST
Institute of Certified Divorce Financial Analysts

CERTIFIED SPORTS FINANCIAL CONSULTANT and DIPLOMATE MEMBER
National Institute of Sports
National Institute of Sports Counseling

Registered Securities Principal
Securities Registrations - Series 6, 7, 24, 63 & 65

Securities Industry Arbitrator

Certified Family Mediator
Supreme Court of Florida

Life & Health Insurance Licenses
States of Florida & Ohio

Senior Professional in Human Resources
Personnel Accreditation Institute

Financial Planning Association Member

Association of Family Law Professionals of Southwest Florida Member