About Us
Credentials & Affiliations
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)
The Chartered Financial Analyst designation is a globally-recognized professional designation that measures and certifies the competence and integrity of financial analysts. The CFA designation is one of the most respected in finance and is widely considered to be the gold standard in the field of investment analysis. To become a charter holder, candidates must pass three difficult exams, have a bachelor's degree, and have at least 4,000 hours of relevant professional experience over a minimum of three years.
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.