Professional Designations help us serve you

Professional designations are indicative of financial professionals who are committed to accumulating and expanding their knowledge in order to best serve their clients. Individuals on our team hold the following designations.

  • CFP® – CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
  • WMS – Wealth Management Specialist
  • AAMS® – Accredited Asset Management Specialist

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.