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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