Our team combines experience with long-term continuity.
Members of our team hold the highest professional designations within their respective fields.
The CFP® Certification identifies professionals who have met the high standards of competency and ethics established and enforced by CFP Board.
JURIS DOCTOR (J.D.) & Llm
The Juris Doctor and LLM are graduate-level degrees recognized as the highest educational standards for attorneys with a specialty in tax.
Certified Public Accountant (CPA)
The CPA designation is assigned to accounting professionals who have met state licensing requirements through education, experience, and successful completion of the CPA exam.
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Neither professional designations, credentials, nor the experience or expertise of a particular adviser should be construed as a guarantee of a particular outcome. Please see our Disclosures page for further information regarding the professional designations and credentials discussed. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. See our disclosure page for additional information on the credential discussed here.