Dave and Kyle Earn Their AIF Designations!
Covenant Wealth Strategies is very excited to announce that Dave Walker and Kyle Banal from our team have both earned their Accredited Investment Fiduciary® (AIF®) designations!
The AIF® is a distinguished designation in the financial services industry. To earn the designation, candidates must complete comprehensive courses of study and pass a final exam. They must also pledge to adhere to the Code of Ethics and Conduct Standards.
"Dave and Kyle have demonstrated their strong commitment to our Covenant Wealth Strategies team and to our clients. We are very proud of Dave and Kyle for their dedication to continuous learning and for their drive to serve others," said Ward Keever, IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA®, President and CEO of Covenant Wealth Strategies.
Dave joined Covenant Wealth Strategies in June of 2023 and has his Series 7, 63, 65 and Life and Health Licenses with LPL Financial. "Some of the best advice I've received is this, 'inch by inch growth is a cinch, yard by yard growth is hard.' Simply put, I have learned to take life one step at a time, chipping away at goals, while remaining committed to continuous growth and development. I am passionate about coming alongside individuals to help them to do the same," said Dave.
Kyle joined Covenant in March of 2024 and has his Series 7, 66 and Life and Health Licenses with LPL Financial. "Wisdom that I have received over the years is to approach life with humility and balance. It’s a reminder to strive for excellence and integrity in everything we do, while keeping a grounded perspective on life’s highs and lows," said Kyle.
The AIF® designation further equips Dave and Kyle with the knowledge, tools and resources to best serve our clients. It reinforces our commitment and strengthens our ability to guide our clients with integrity and exceptional service.
Please contact our office at contactus@covenantwealthstrategies.com or 302.234.5655 if you are interested in speaking with our team or learning more about how Covenant Wealth Strategies can serve your financial well-being.