With decades of experience under our belt, we know what it takes to run a successful wealth management practice.
Our advisors hold some of the most well respected designations and certifications in the industry, including the CERTIFIED FINANCIAL PLANNER™ certification.
Currently Jeff Davidson, CFP®, is the only advisor that holds the CERTIFIED FINANCIAL PLANNER™ certification
Annually, we earn over 30 hours of continuing education credits and diligently keep up-to-date on the ever changing landscape of our industry.
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