Professional credentials that help us serve you

It takes the deepest commitment to go above and beyond the intense daily requirements of managing our clients’ important financial matters. It’s why we are dedicated to investing significant time supplementing our knowledge in key wealth management areas for the benefit of our clients. Individual members of our team have earned the following professional designations:

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.