Team
Our team members have earned many professional credentials, including CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Analyst® certification, and Certified Investment Management Analyst® certification, and Certified Public Accountant. We put our financial knowledge and capabilities to work every day addressing the essential financial matters of our clients, from managing and preserving wealth to leaving a legacy. Above all, we have built our practice and reputation on always acting in the best interest of our clients, and hold ourselves to the highest standards of service, integrity and ethics.
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