Our Credentials
We Believe That Technical Competence Is a Cornerstone of Providing the Ultimate Client Experience
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Certified Financial Planner
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Certified Public Accountant
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Personal Financial Specialist
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Chartered Retirement Plan Specialist
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Master of Science in Taxation
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Chartered Life Underwriter
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Certified Private Wealth Advisor
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Qualified Family Office Professional
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Certified Private Equity Professional
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Chartered Family Office Specialist
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Certified Plan Fiduciary Adviser (CPFA)
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Testimonials
Friendly, professional and easy to work with. Beautiful office too.Kristina Concord