Qualifications
Our team is committed to providing you with the most current & vetted strategies to achieve your financial goals. With over 80 years of combined experience in the industry, our advisors are focused on continual growth & education including several designations & licenses:
- Two Certified Financial PlannerTM Practitioner
- Two Qualified Plan Financial Consultant®
- Two MBA graduates
- Certified Private Wealth Advisor®
- Accredited Asset Management Specialist®
- Three Licensed Insurance Associates