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Our Team

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20

Certified Financial Planners™

As of 12/31/21

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11+

Average Employment Years.
Our employees stay and grow with us.

As of 12/31/21

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31

Accredited Investment Fiduciaries™

As of 12/31/21

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13

MBAs

As of 12/31/21

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Investment News

Last received February 2022 based on 12/31/21 data.
Investment News conducted survey in partnership with the Best Companies Group.

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31

Accredited Investment Fiduciaries™

As of 12/31/21

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