Professional designations help us serve you

It takes the deepest commitment to go above and beyond the intense daily requirements of managing clients’ financial affairs. We show our dedication by investing significant time supplementing and specializing our knowledge in key wealth management areas – expanding upon our knowledge for the benefit of our clientele. Our team has earned the following professional credentials and designations.

  • CFP® – CERTIFIED FINANCIAL PLANNER™ professional
  • CIMA® – Certified Investment Management Analyst℠
  • ChFC® – Chartered Financial Consultant®
  • CPWA® – Certified Private Wealth Advisor®
  • CRPS® – Chartered Retirement Plans Specialist®
  • AAMS® – Accredited Asset Management Specialist℠
  • CDFA® - CERTIFIED DIVORCE FINANCIAL ANALYST®
  • AIF® – Accredited Investment Fiduciary®
  • WMS – Wealth Management Specialist