Team Credentials
Accredited Asset Management Specialist®
accredited investment fiduciary®
Behavioral Financial Advisor™
Certified Divorce Financial Analyst®
Chartered Financial Analyst
Certified Financial Planner™
Chartered Federal Employee Benefits Consultant℠
Certified Public Accountant
Certified Trust and Financial Advisor™
Financial Paraplanner Qualified Professional™
Financial Services Certified Professional®
Personal Financial Specialist
Using Our 40 Years of Excellence to Help Define Your Path Forward
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