Our Team of Experts

Bios

• Personal Finance Team
• Personal Tax Team
• Research Analysts
• Personal Insurance Specialist

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

Economics

• One doctoral degree

Finance

• One doctoral degree
• Ten CERTIFIED FINANCIAL PLANNER™ Certificants
• Five Chartered Financial Analysts^®
• Two Certified Wealth Strategists^®
• One Certified Divorce Financial Analyst™

Tax and Accounting

• Eight Certified Public Accountants
• One Certified Valuation Analyst
• One QuickBooks ProAdvisors^®

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.

CDFA™ and the Certified Divorce Financial Analyst™ certification are trademarks owned by The Institute for Divorce Financial Analysts™ (IDFA™), the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. IDFA™ has been accepted by the CFP Board, The American College, and the National Association of State Boards of Accountancy as a continuing education provider.