A commitment to professionalism

MPAS® (Master Planner Advanced Studies)

MPAS® (Master Planner Advanced Studies) indicates that an advisor has completed a graduate‑level Master of Science degree in personal financial planning through the College for Financial Planning. This advanced education goes beyond professional certifications and focuses on complex financial planning topics such as retirement income strategies, tax planning, investment analysis, estate planning, and real‑world case studies. An advisor with an MPAS® has demonstrated a deep, academic commitment to comprehensive financial planning and ongoing professional education.
Acquired by: Tammy Hancock

CEPA® (Certified Exit Planning Advisor)

CEPA® (Certified Exit Planning Advisor) is a professional designation issued by the Exit Planning Institute for advisors who specialize in helping business owners plan for the successful transition of their business. A CEPA® is trained to help owners build transferable business value, align personal and financial goals, and prepare for an eventual sale, succession, or transition. Whether that exit is near or years away. The approach is holistic, focusing not just on the business itself, but also on the owner’s long‑term financial security and life goals.
Acquired by: Stephen Oberlin

AIF® (Accredited Investment Fiduciary)

AIF® (Accredited Investment Fiduciary) is a professional designation that demonstrates an advisor’s education and commitment to fiduciary responsibility, acting in a client’s best interest when providing investment advice. Advisors with the AIF® designation are trained in prudent investment practices, due diligence, ongoing monitoring, and documentation, using a structured fiduciary process. The designation is issued by Fi360 and reflects specialized training in applying fiduciary standards to investment management and portfolio oversight.
Acquired by: Stephen Oberlin & Tammy Hancock

CPFA® (Certified Plan Fiduciary Advisor)

CPFA® (Certified Plan Fiduciary Advisor) is a professional designation for advisors who specialize in employer‑sponsored retirement plans, such as 401(k) and 403(b) plans. A CPFA® is trained to help plan sponsors understand and fulfill their fiduciary responsibilities under ERISA, including plan governance, investment selection and monitoring, regulatory compliance, and best practices in retirement plan oversight. The designation is issued by the National Association of Plan Advisors (NAPA) and reflects focused expertise in retirement plan fiduciary management.
Acquired by: Victoria Taylor

CRPS® (Chartered Retirement Plans Specialist)

CRPS® (Chartered Retirement Plans Specialist) is a professional designation for advisors who specialize in employer‑sponsored retirement plans. A CRPS® is trained in the design, implementation, and ongoing administration of retirement plans such as 401(k), 403(b), SEP, and SIMPLE plans. The designation reflects focused expertise in plan selection, fiduciary responsibilities, regulatory compliance under ERISA, and best practices for helping businesses offer effective retirement benefits to their employees. The CRPS® designation is issued by the College for Financial Planning.
Acquired by: Victoria Taylor

CDFA® (Certified Divorce Financial Analyst)

CDFA® (Certified Divorce Financial Analyst) is a professional designation for advisors who specialize in the financial aspects of divorce. A CDFA® is trained to help individuals understand the short and long‑term financial impact of divorce decisions, including asset division, taxes, retirement accounts, cash flow, and post‑divorce financial planning. This designation reflects specialized education in analyzing settlement options and helping clients make informed financial decisions during and after the divorce process.
Acquired by: Tammy Hancock

AAMS® (Accredited Asset Management Specialist)

AAMS® (Accredited Asset Management Specialist) is a professional designation for advisors who focus on investment and asset management within a client’s broader financial picture. An AAMS® is trained to evaluate and manage portfolios while considering how investments interact with retirement planning, taxes, insurance, and estate considerations. The designation reflects a strong foundation in asset allocation, investment strategies, and holistic financial decision‑making, and is issued by the College for Financial Planning, a Kaplan Company.
Acquired by: Stephen Oberlin, Victoria Taylor & Benjamin Ross

FPQP® (Financial Paraplanner Qualified Professional)

FPQP® (Financial Paraplanner Qualified Professional) is a professional designation that reflects foundational training in personal financial planning. An FPQP® is educated in the core areas of financial planning, including investments, retirement, insurance, tax, and estate concepts. They are trained to support the financial planning process through data gathering, analysis, and preparation of planning materials. The designation is issued by the College for Financial Planning and demonstrates formal education and competency in financial planning fundamentals.
Acquired by: Victoria Taylor & Alicia Tatu