Credentials you can see, commitment you can feel
We believe that each of one of our designations represents time invested, standards upheld and a steady commitment to showing up for clients, like you, with the professionalism that you deserve.
What our designations mean for you
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Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. Through the Code of Ethics, CFP® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. For our clients, this offers access to goal‑focused advice, disciplined long‑term planning and an experienced advisor in your corner who can help translate complex financial decisions into understandable strategies. Jodi Perez, Alexander Ezra and Branden Sears have earned this designation.
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Certified CEPAs receive specialized training to help business owners plan for the eventual exit from their business, whether through sale, succession or other strategies. As a business owner or entrepreneur, this experience can help you navigate the journey, reduce risk and transition with greater clarity and confidence. Jodi Perez and Rachel Peeler have earned this designation.
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The AAMS® designation signals advanced training in asset management, investment strategies and portfolio construction, equipping designees to help their clients manage and preserve wealth through tailored investments. This offers clients a disciplined, personalized approach to investing that’s designed to support financial well-being over time. Branden Sears has earned this designation.
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CFAs receive training to provide objective investment guidance that’s grounded in evidence-based research and best practices, in turn, helping their clients make more informed decisions about their financial life. We believe this gives clients an objective, research‑driven perspective designed to support smarter decisions across their financial life. Jeannie Holliday has earned this designation.
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CDFAs are equipped with the knowledge to help clients plan their financial future post-divorce, considering a comprehensive range of challenges and opportunities – from insurance and retirement to investments and cash flow needs. We understand this can be a turbulent time in life, and we believe helping to address everything from insurance and retirement to investments and cash flow can help clients experiencing divorce make informed decisions with the future in mind. Jeannie Holliday and Laura Warneke have earned this designation.
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CIMA® professionals are trained to offer clients objective investment advice and guidance to individuals and institutions. This designation signifies that an advisor has the capabilities to apply investment theory and consulting skills in a systematic, ethical manner to help clients make prudent decisions in complex markets. We believe bringing institutional‑level investment rigor can help clients make informed decisions in complex markets. Branden Sears has earned this designation.
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This professional credential is earned by financial advisors who have received training to integrate Christian values and biblical principles into the financial planning and advice they deliver to clients. It signals that the designee can help clients align their financial lives – from investing to giving – with their faith and beliefs. Alexander Ezra has earned this designation.
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ABFP® credential holders have focused training on behavioral finance – the study of how psychology, emotions and cognitive biases can influence financial decision‑making. Advisors who hold this credential are trained to recognize and address client behaviors that can disrupt financial plans, especially during periods of stress or market volatility. For our clients, we find behavioral insights can help create more personalized and effective financial plans over the long term. Rachel Peeler has earned this designation.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
