Professional designations help us serve you better

Professional designations require a significant investment of time and expertise before they are awarded. They are indicative of financial professionals who are committed to accumulating and expanding their knowledge in order to best serve their clients. We are proud to hold the following professional designations.

CFP^® - Certified Financial Planner^™

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP^® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner^™ professional one must pass the comprehensive CFP^® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP^® professionals must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP^® certified advisor benefit you? Certified Financial Planner^™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP^® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.

AAMS^® – Accredited Asset Management Specialist^℠

Individuals who hold the AAMS^® designation have completed a course of study encompassing investments, insurance, tax, retirement and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.