Professional Certifications help us serve you

Professional designations require a significant investment of time and effort before they are awarded. They are indicative of financial professionals who are committed to expanding their knowledge to better serve their clients. You can learn more about our team’s professional designations below.

  • CFP® – Certified Financial Planner™ professional
  • CIMA® –Certified Investment Management Analyst
  • CPWA® – Certified Private Wealth Advisor®