Meet Our Team
Our Designations Include:
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Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.
Holding This Designation
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This graduate level specialization provides advisors with an advanced education in estate planning. Obtained in addition to already recognized professional credentials within the various disciplines of estate planning, it is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
Holding This Designation
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The Chartered Advisor in Philanthropy® (CAP®) designation empowers advisors with the tools to strategically integrate tax-efficient charitable and legacy objectives within the overall financial planning process. It provides a comprehensive body of knowledge from trust design to best approaches to discuss wealth within the family and with charitable organizations.
Holding This Designation
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The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.
Holding This Designation
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The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Holding This Designation
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The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Holding This Designation
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A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.
Holding This Designation
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A Chartered Financial Analyst (CFA) is a globally recognized designation, widely regarded as one of the highest distinctions in investment management. It provides advisors with a rigorous training in accounting, economics, ethics, money management, security analysis, and portfolio management. The CFA is given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts.
Holding This Designation
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The Chartered Special Needs Consultant® (ChSNC®) provides advisors with expertise in financial planning for special needs individuals, their families, and caregivers, empowering them to champion and advocate for special needs individuals with honesty, ethics, and compassion.
Holding This Designation
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Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.
Holding This Designation
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This graduate level specialization provides advisors with an advanced education in estate planning. Obtained in addition to already recognized professional credentials within the various disciplines of estate planning, it is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
Holding This Designation
-
The Chartered Advisor in Philanthropy® (CAP®) designation empowers advisors with the tools to strategically integrate tax-efficient charitable and legacy objectives within the overall financial planning process. It provides a comprehensive body of knowledge from trust design to best approaches to discuss wealth within the family and with charitable organizations.
Holding This Designation
-
The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.
Holding This Designation
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The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Holding This Designation
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The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Holding This Designation
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A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.
Holding This Designation
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A Chartered Financial Analyst (CFA) is a globally recognized designation, widely regarded as one of the highest distinctions in investment management. It provides advisors with a rigorous training in accounting, economics, ethics, money management, security analysis, and portfolio management. The CFA is given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts.
Holding This Designation
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The Chartered Special Needs Consultant® (ChSNC®) provides advisors with expertise in financial planning for special needs individuals, their families, and caregivers, empowering them to champion and advocate for special needs individuals with honesty, ethics, and compassion.
Holding This Designation
Connor Hall , CFP®, ChFC®, RICP®, AEP®, CAP®
Partner
Evan Schutzman , CFP®, ChFC®, CLU®, CAP®, AEP®
Director of Financial Planning