Specialized Designations for Personalized Wealth Management
Our collective expertise ensures that every aspect of your wealth management needs is addressed with precision and personalized care. Learn about each of our various designations below.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
DESIGNATION HOLDERS:
- Mike Mayernick
- David A. Knox
- David M. Teague
- Matthew A. Self
- Whitney Harrison
CERTIFIED PUBLIC ACCOUNTANT (CPA)
A CPA, provides a wide variety of financial services to individuals, businesses, organizations, and government agencies. CPAs not only offer advice on tax strategy and investing, they are also experts in auditing records and processes, analyzing data, and conducting fraud investigations.
DESIGNATION HOLDER:
- David M. Teague
CHARTERED FINANCIAL ANALYST (CFA®)
A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
Designation Holders:
- David M. Teague
- John Robus
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
DESIGNATION HOLDERS:
- David A. Knox
- Matthew Elliott
- Matthew A. Self
- Matthew J. McLean
- Shane Lantigua
- Ashley G. Wilson
- Lauren Kotras
CHARTERED LIFE UNDERWRITER® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Designation Holders:
- David A. Knox
- David M. Teague
- Matthew A. Self
CHARTERED FINANCIAL CONSULTANT (ChFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Designation Holders:
- David M. Teague
- Matthew A. Self
CHARTERED SPECIAL NEEDS CONSULTANT (ChSNC®)
The Chartered Special Needs Consultant® (ChSNC®) provides advisors with expertise in financial planning for special needs individuals, their families, and caregivers, empowering them to champion and advocate for special needs individuals with honesty, ethics, and compassion.
Designation Holder:
- Matthew A. Self
FELLOW, LIFE MANAGEMENT INSTITUTE (FLMI)
The Fellow, Life Management Institute (FLMI) program is a 10-course professional development program that provides an industry-specific business education in the context of the insurance and financial services industry.
Designation Holder:
- Ashley G. Wilson
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
DESIGNATION HOLDERS:
- Mike Mayernick
- David A. Knox
- David M. Teague
- Matthew A. Self
- Whitney Harrison
CERTIFIED PUBLIC ACCOUNTANT (CPA)
A CPA, provides a wide variety of financial services to individuals, businesses, organizations, and government agencies. CPAs not only offer advice on tax strategy and investing, they are also experts in auditing records and processes, analyzing data, and conducting fraud investigations.
DESIGNATION HOLDER:
- David M. Teague
CHARTERED FINANCIAL ANALYST (CFA®)
A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
Designation Holders:
- David M. Teague
- John Robus
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
DESIGNATION HOLDERS:
- David A. Knox
- Matthew Elliott
- Matthew A. Self
- Matthew J. McLean
- Shane Lantigua
- Ashley G. Wilson
- Lauren Kotras
CHARTERED LIFE UNDERWRITER® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Designation Holders:
- David A. Knox
- David M. Teague
- Matthew A. Self
CHARTERED FINANCIAL CONSULTANT (ChFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Designation Holders:
- David M. Teague
- Matthew A. Self
CHARTERED SPECIAL NEEDS CONSULTANT (ChSNC®)
The Chartered Special Needs Consultant® (ChSNC®) provides advisors with expertise in financial planning for special needs individuals, their families, and caregivers, empowering them to champion and advocate for special needs individuals with honesty, ethics, and compassion.
Designation Holder:
- Matthew A. Self
FELLOW, LIFE MANAGEMENT INSTITUTE (FLMI)
The Fellow, Life Management Institute (FLMI) program is a 10-course professional development program that provides an industry-specific business education in the context of the insurance and financial services industry.
Designation Holder:
- Ashley G. Wilson