• CFP® Certification!

    What an exciting day! I've been in the industry for 20 years and just received my CERTIFIED FINANCIAL PLANNER™ Certification. It was a demanding process that took over 2 years to achieve. I gained in depth knowledge in not only Investment strategies and research, but also Taxation, Retirement Planning, and Estate Planning. I could not thank my family and friends enough as they supported me the entire way.