Financial planning takes a team of qualified professionals, working together with one goal in mind – making your financial goals a reality. Our team takes this very seriously and we work hard to gain and keep your trust throughout the journey. We are dedicated to ongoing professional and personal development so you, our client, receive the best experience and guidance.
You will be working with professionals that have worked to obtain the most respected designations in the financial planning industry:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Master of Science in Financial Services (MSFS)
- Retirement Income Certified Professional (RICP®)
- Wealth Management Certified Professional (WMCP®)
- Chartered Financial Consultant (ChFC®)
- Juris Doctor (J.D.)
- Chartered Life Underwriter (CLU®)
- Accredited Estate Planner® (AEP®)
- Chartered Advisor in Philanthropy® (CAP®)
- Chartered Special Needs Consultant® (ChSNC®)
- Certification for Long-Term Care (CLTC®)
To learn more about our team members, please click on the bios below.