Our Team

_{Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.}

_{CFA® and Chartered Financial Analyst® are registered marks owned by CFA Institute.}

_{Investments & Wealth Institute™ (formerly IMCA®) is the owner of the certification marks "CIMA®" and "Certified Investment Management Analyst®." Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed the Investments & Wealth Institute™ initial and ongoing credentialing requirements for investment management consultants.} 

_{Investments & Wealth Institute™ (formerly IMCA^®) is the owner of the service marks “CIS^sm” and “Certified Investment Strategist^sm.” Use of CIS^sm or Certified Investment Strategist^sm signifies that the user has successfully completed the Investments & Wealth Institute™ (formerly IMCA^®) credentialing requirements for investment strategists.}

_{FPQP® and Financial Paraplanner Qualified Professional™ are trademarks or service marks of the College for Financial Planning®—a Kaplan Company. Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning, and general financial planning concepts, terminology, and product categories, and have passed a comprehensive end-of-course examination. Designees are required to complete 16 hours of continuing education every two years to maintain the designation and must adhere to the College's Standards of Professional Conduct.}

_{Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client's evaluation. Neither the firm nor any adviser paid a fee for the award.} 

_{The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.}