Our clients deserve to have access to the highest quality people, who are among the best in the industry in their technical abilities and commitment to continuing education.
Instead of hiring a team of investment salespeople, we have built a team of professionals with a high level of technical capabilities.
Our professional designations include:
Master’s Degree in Financial Services (MSFS)
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU)
Chartered Advisor in Philanthropy (CAP)
Chartered Advisor for Senior Living (CASL)
