What licenses and designations do your professionals have?

Our team members hold various professional designations, including: 

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) 
  • Chartered Mutual Fund Counselor (CMFC) 
  • Chartered Charter Federal Employee Benefits Consultant (ChFEBC) 
  • Series 7 Registered Representative designation - held with LPL Financial
  • Series 63 Uniform Combined State Law designation - held with LPL Financial
  • Series 65 Investment/ Advisor designation - held with LPL Financial
  • Life Insurance License