Behind the Letters
Our team holds a wide range of respected professional designations, licenses, and advanced degrees. Each represents specialized training, ethical standards, and a commitment to ongoing education.
Here’s what they mean for you:
- CFP® – CERTIFIED FINANCIAL PLANNER®: a highly respected certification recognized as the gold standard in financial planning. The CFP® designation signifies deep knowledge across all areas of financial planning and a fiduciary commitment to always act in their clients’ best interests.
- ChFC® – Chartered Financial Consultant®: designed to provide a strong foundation in the essentials of financial planning.
- AEP® – Accredited Estate Planner®: awarded by the National Association of Estate Planners & Councils (NAEPC) to professionals who meet specialized education, experience, knowledge, and character criteria in estate planning.
- CRPC® – Chartered Retirement Planning CounselorSM: focuses on helping clients prepare for and navigate retirement with specialized training in income planning, asset management, and estate planning.
- CASL® – Chartered Advisor in Senior Living®: prepares advisors to meet the unique financial needs of aging clients such as managing longevity risk, planning distributions, paying for healthcare costs, and transferring wealth.
- LUTCF® – Life Underwriter Training Council Fellow®: designation holders have completed a comprehensive training program with the National Association for Insurance and Financial Advisors (NAIFA), signifying expertise and practical skills in helping clients manage risk.
- AWMA® – Accredited Wealth Management AdvisorSM: emphasizes the unique needs of affluent individuals and families, including succession and exit planning for business owners and wealth preservation and transfer.
- MS – Master of Science in Personal Financial Planning: an advanced graduate program that equips advisors with deep expertise across retirement, estate, tax, and investment planning. It is taught by leading researchers in the field and includes specialized certification in Financial Therapy to help clients navigate both the numbers and the emotions associated with financial decision‑making.
- MBA – Master of Business Administration: a graduate degree that develops advanced skills in leadership, strategy, and organizational management.
- FINRA Securities Licenses (Series 7, Series 66, Series 24): authorize us to provide investment advice and manage securities in compliance with regulatory standards.
- State Insurance Licenses: allow us to recommend and implement insurance solutions, such as annuities and life insurance, to help manage risk and protect your financial plan.