Credentials that demonstrate Our professionalism

As a team, we value knowledge and continually strive to gain new insights that can improve the client experience. Our team members have pursued specialized knowledge in specific aspects of client care, including fiduciary duties, financial planning and estate issues, earning designations that include:

Certified Financial Planner^TM (CFP^®) – To ensure a comprehensive approach to financial planning, Jay Arrick, Andrew Howard and Karl Rundgren have earned this designation. It signifies the completion of a rigorous program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

Accredited Investment Fiduciary^TM (AIF^®) – To distinguish a full understanding of how to implement processes and procedures to help institutional clients manage their fiduciary obligations, Van Pearcy and Karl Rundgren have earned this designation. The accreditation indicates the completion of diligent course study and testing, as well as the ability to evaluate an organization’s fiduciary practices and compliance, create comprehensive investment policy statements, conduct performance reporting and monitoring, and serve as a resource for education and assistance to help an organization fulfill fiduciary obligations with greater confidence.

Certified Estate Planner^TM (CEP^®) – To offer a holistic approach to wealth management that includes estate planning, Jordan Rundgren has earned this designation. It symbolizes completion of a rigorous course of instruction in estate planning that culminates in a comprehensive proctored examination. Designees have agreed to comply with annual estate planning continuing education requirements, and ascribe to the practical guidelines and code of ethics of the National Institute of Certified Estate Planners (NICEP).

CEP^® and Certified Estate Planner^TM are trademarks of the NICEP and may only be used by those who are in good standing with the NICEP.