Since 1969, our group has grown into an association of qualified professionals – holding degrees, certifications, and designations including: Law (JD), Masters in Taxation (LL.M.), Certified Public Accountant (CPA), Masters of Science in Financial Services (MSFS), Masters of Business Administration (MBA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner™ (CFP®), Certified Fund Specialist (CFS), and Accredited Investment Fiduciary® (or AIF®). For a list of each advisor's qualifications, please view their personal biography page on this website.
