Our Credentials

Each of our financial advisors carry financial designations offered through the Investments & Wealth Institute, Certified Financial Planner Board of Standards, and The American College of Financial Services.

Tana attained the Certified Private Wealth Advisor® certification, which is designed for experienced financial advisors who seek the advanced knowledge and breadth of specialized skills necessary to address the sophisticated needs of high-net-worth clients.  To earn the certification, candidates must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass the Investments & Wealth Institute’s comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer.  To maintain certification, CPWA® professionals must meet ongoing continuing education requirements.  Visit www.investmentsandwealth.org for more information.

Drawing on the specialized knowledge gained from obtaining the Chartered Retirement Planning CounselorTM designation, one of Tana and Susan’s primary focuses is helping their clients plan for retirement.  They assist clients in understanding where they are today, what will be required for retirement, and what they’ll need to do between now and then.  They not only look at clients’ savings and investments, but also Social Security, long-term care expenses, cost of living, and Medicare.

Brett attained the CERTIFIED FINANCIAL PLANNER™ certification, which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements.

Brett also attained the Chartered Life Underwriter® designation, which provides specialized education in advanced insurance planning, covering topics such as risk management, estate planning, pension planning, business succession planning, and the basics of contract law and ownership rights.

Our Client Relationship Manager Team are highly skilled, securities licensed individuals – Andrea, Monica, and Kevin.  They work directly with the lead financial advisors to serve our clients and communicate with them on a regular basis and are committed to helping ensure every little detail is covered.