Our financial planners include Certified Financial Planners® and NAPFA advisors. Those advisors include:
- Bill Ramsay
- Chad Smith
- Allison Berger
- Will Holt
- Mike Eklund
- Cameron Hendricks
- Grace Kvantas
- Grayson Blazek
- Haley Modlin
- Darian Billingsley
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.
