Planning for a child’s future
In reading the bios of our team members, you will notice a wealth of experience – in fact, more than a century of combined experience. Travis is a Certified Investment Management AnalystSM and has more than 35 years of experience in the financial services industry. Richard is a Chartered Financial Analyst and has more than 35 years of experience. Dan is a CERTIFIED FINANCIAL PLANNER™ professional and has more than 10 years in the financial services industry. Patrick is also a CERTIFIED FINANCIAL PLANNER™ professional and has more than 12 years in the financial services industry. Beth worked in the private wealth management department at JPMorgan for 20 years. We are a highly experienced and credentialed group with specialized knowledge in addressing the complexities of wealth that are unique to high-net-worth individuals and prominent institutions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
