Team Overview

Financial planning is not simply a numbers game. People make the plans – and make the plans work. Experienced and expert. Personable and helpful. This is the stuff our team is made of. We approach financial planning as a team. The Financial Advisor is the "coach" of the team. You act as the owner. The final decisions are yours. Our team of over one hundred financial services professional span five key disciplines: Financial Planning, Tax Strategies and Planning, Investment Management, Insurance and Estate Planning.

Including:

• CFP® Professionals
  CPAs (Certified Public Accountant)
  CLU (Chartered Life Underwriter)
  ChFC (Chartered Financial Consultant)
  FLMI (Fellow Life Management Institute)
  RFC (Registered Financial Consultant)
  and attorneys
• Individuals with Masters degrees in Business and Economics
• Over 75% of the staff are either Securities Registered with Linsco/Private Ledger or hold an insurance license
• Everyone participates in continuing education to maintain their registration, designations or to advance professionally

Securities offered through Linsco/Private Ledger. Member FINRA/SIPC. Advisory services are offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with Linsco/Private Ledger.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.