OUR TEAM

A designation given by the American Institute of Certified Public Accountants that distinguishes individuals committed to protecting the public interest.

What it means to you:

I can provide a unique perspective not only on your tax situation, but on the financial health of potential investments.

This certification identifies individuals who have met rigorous professional standards in 72 specific areas and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

What it means to you:

I understand the entire spectrum of financial concerns and can help build a plan to address all of them.

One of the highest distinctions in the investment management profession, the CFA credential identifies individuals with advanced investment analysis capabilities who have been recognized globally for their commitment to ethics and professionalism.

What it means to you:

I understand how to identify, analyze, select and monitor the investments that can help you reach your goals.

A designation from the Institute for Divorce Financial Analysts, these professionals use their knowledge of tax law, asset distribution, and short- and long-term financial planning to provide in-depth financial analysis and advice to attorneys and divorcing couples relating to the divorce.

What it means to you:

I have a deep understanding of all of the financial aspects of divorce and can help you navigate your way through it and plan for the future.

This credential signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the job of private wealth advisor, which is centered on management topics and strategies for high-net-worth clients.

What it means to you:

I have the additional expertise needed to solve the unique challenges of wealthy individuals like you.

The first designation of its kind, the IACCP identifies those with knowledge of investment adviser regulations, compliance best practices, and adherence to nationally recognized professional standards and ethical leadership.

What it means to you:

I am on top of today’s regulations and can help ensure you remain in compliance.

A unique designation for financial professionals who advise business owners on how to successfully sell or transition their business, a strategy referred to as ‘exit planning’.

What it means to you:

I can help you maximize the value of your business and transition your business on your terms.

A designation that identifies individuals with a Master of Science degree with a major in personal financial planning.

What it means to you:

I have deep understanding of investments and personal financial planning and can help solve even the most complex of challenges.

The AIFA designation identifies individuals with explicit knowledge of how to comply with fiduciary standards of care and can conduct independent fiduciary reviews for nonprofit endowments and foundations, ERISA retirement plans, private family trusts and high net worth individuals.

What it means to you:

I understand investments and planning from a more comprehensive view, am held to a higher standard of excellence, and always work in your best interests.

This credential identifies professionals with extensive knowledge of advanced planning topics including estate planning, employee benefits planning, and more.

What it means to you:

I can help you simplify and plan for even the most complicated of financial planning issues.

This designation identifies professionals with expertise in personal risk management, life insurance, estate planning, and business planning.

What it means to you:

I understand how to incorporate life insurance into your wealth plan to protect your business and your loved ones.

This credential identifies professionals with expertise in both the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family dynamics, psychology, and strategic philanthropy.

What it means to you:

I am able to integrate charitable planning into your overall estate and business plan to help create positive impact for you, your heirs and your community.