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Our Team of Experts

Bios

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

Finance & Economics

  • Two doctoral degrees
  • Thirteen CERTIFIED FINANCIAL PLANNER™ Certificants
  • One Chartered Financial Analyst®
  • Two Certified Wealth Strategists®
  • Two Certified Fund Specialists®

Tax and Accounting

  • Seven Certified Public Accountants
  • Three Certified Valuation Analyst
  • One Certified Fraud Examiner
  • Two Certified QuickBooks Online ProAdvisors®
  • Eight QuickBooks Desktop ProAdvisors®

Insurance

  • 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.