Team

Our team is committed to the highest standards of integrity and diligence in the profession. We maintain key industry certifications, and are members of leading professional associations.

Certified Financial Planner

CFP® certificants have met rigorous professional standards to offer objective financial planning advice.

To earn the CFP marks you must:

 

Chartered Financial Analyst

CFA® charterholders are globally recognized professionals who have demonstrated a commitment to integrity and investment expertise.

To earn the CFA Charter you must:

 

NAPFA Registered Financial Advisor

NAPFA-Registered Financial Advisors are broadly trained to bring together and apply the separate disciplines comprising personal finance.

NAPFA Registered Financial Advisors must:


Professional-Qualifications