Our Qualifications

Our financial planning team members are experienced professionals committed to delivering superior service and guidance.  

As the financial world changes with greater rapidity, our team's committment to continual education provides an ever-refreshing viewpoint, benefiting our clients and us as practitioners. Our professional credentials include Certified Financial Planner® Professional (CFP®), Chartered Financial Consultant (ChFC®), Certified Fund Specialist (CFS®), Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living® (CASL®), Retired Income Certified Professional (RICP®) and Masters of Business  Administration (MBA).

We welcome the opportunity to discuss your specific situation and engage in our One to One process.

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck