Credentials

Our associates have hundreds of years of combined experience in the financial services industry working with clients. Our senior advisors are respected and sought after individuals for seminars and industry related events. Most of our associates and staff hold designations such as Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Fund Specialist (CFS), Certified in Long-Term Care (CLTC), etc. We have on staff and access to CPA`s, attorneys and other consultants who specialize in certain areas of the wealth management process.