Credentials & Affiliations

ABOUT US

We are committed to industry best practices through continued education and professional development.

Our diverse team diligently seeks to understand new methods of helping you as the financial services landscape evolves. Members of our team are affiliated with some of the industry’s most prestigious organizations and hold some of the industry’s most regarded designations.

Chartered Financial Analyst® (CFA)

CFA Institute is a global association of investment professionals that sets the standard for professional excellence in financial analysis and leads the investment profession’s thinking in areas of ethics, capital market integrity, and excellence of practice.

Certified Financial Planner™ or CFP® certification

CERTIFIED FINANCIAL PLANNER™ certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure future.

Accredited Investment Fiduciary® (AIF®)

The AIF® designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

Financial Planning Association® (FPA®)

FPA is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process who seek advancement in a growing, dynamic profession.