Broker Check

Expertise 

Qualifications

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:
  • Certified Financial PlannerTM Practitioner
  • two Qualified Plan Financial Consultant®
  • two MBA graduates
  • Certified Private Wealth Advisor®
  • Accredited Asset Management Specialist®
  • Accredited Investment Fiduciary®
  • three Licensed Insurance Associates

Certified Financial Planner®

Learn more about the CFP® 

Qualified Plan Financial Consultant®

Learn more about the QPFC®

Certified Private Wealth Advisor®

Learn more about the CPWA®

Accredited Investment Fiduciary®

Learn more about the AIF®