Meet our team of advisors. Each member plays an integral role in providing quality, caring comprehensive financial planning and investment management services to our valued clients.
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Susan Hartman, CFP®
Financial Advisor
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Ronald May
Financial Advisor
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
