Our Designations

As advisors, we believe our ongoing education and growth is incredibly important to the success of our clients. We seek to learn and better ourselves each day so we can provide the best possible guidance for the people we serve. Below are some of the advanced financial designations we’ve earned.


To be designated a CFP®, financial professionals must meet rigorous education and experience requirements and demonstrate proficiency in a variety of financial planning topics. As CERTIFIED FINANCIAL PLANNERS™, we are held to the highest fiduciary standard and are committed to serving our clients' best interests.

Retirement Income Certified Professionals logo

As Retirement Income Certified Professionals®, we help you consider every facet of your finances in relation to life after your career. RICP®s provide focused guidance for income distribution strategies, legacy planning, long-term care planning, and more.

Chartered Life Underwriters logo

Chartered Life Underwriters® offer extensive knowledge about life insurance and its impact on a client’s total financial picture. As CLU®s, we provide in-depth insight about estate planning, underwriting, and other planning concepts related to life insurance.

Chartered Financial Consultants® logo

ChFC®s are trained and qualified to offer advanced financial planning for every person and every need. As Chartered Financial Consultants®, we’ve taken a deeper dive into complex planning topics so we can guide the most complex cases with insightful knowledge and direction.