Our financial planners include Certified Financial Planners® and NAPFA advisors. Those advisors include:
- Allison Berger, CFP®, CeFT®
- Bill Ramsay, CFP®
- Cameron Hendricks, CFP®, ECA, CEPA
- Chad Smith, CFP®
- Christian Polanco, CFP®
- Darian Billingsley, CFP®
- Garrick King, CFP®
- Grace Kvantas, CFP®
- Grayson Blazek, CFP®, EA
- Haley Modlin, CFP®
- Mike Eklund, CFP®, CPWA®, CRPC®, MBA
- Niamh Douglas, CFP®
- Will Holt, CPA, CFP®
CFP® is the highest standard in the industry for financial planning credentials. CFP® certification requires meeting rigorous professional standards including:
- completion of a CFP® Board Certified education program
- passing a comprehensive examination
- fulfilling three years of full-time industry relevant work experience
- complying with the CFP® Board Code of Ethics
- ongoing, yearly continuing education.
