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Our Team of Experts


Our knowledgeable staff consists of professionals with years of industry experience and significant advanced designations, including:

Finance & Economics

  • Three doctoral degrees
  • One Chartered Financial Analyst®
  • Three Certified Wealth Strategists®
  • Two Certified Fund Specialists®
  • Two Certified Exit Planning Advisors®
  • One Certified Divorce Financial Analyst®
  • One Chartered Retirement Plan Counselor℠
  • One Behavioral Financial Advisor™
  • One Accredited Investment Fiduciary®
  • One Master Planner in Advanced Studies®

Tax and Accounting

  • Seven Certified Public Accountants
  • Three Certified Valuation Analyst
  • Two Certified QuickBooks Online ProAdvisors®
  • Six QuickBooks Desktop ProAdvisors®


  • One Certified Insurance Counselor
  • One Chartered Life Underwriter

Estate Planning

  • Affiliated with an estate planning attorney

Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, Certified Financial Planner™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

CFA®, Chartered Financial Analyst® and the CFA logo certification mark are trademarks owned by CFA Institute. Charterholders who fulfill the requirements of the CFA Program are granted permission, or a license, to use the marks to promote their accomplishment.