Professional Designations

Margie Jackson, Fred Sherrill, Mike Crowell, and Steve Rice

CERTIFIED FINANCIAL PLANNER® (CFP®)

When choosing a wealth management team to help you meet your financial goals, there can be significant benefits to working with a team that has a CERTIFIED FINANCIAL PLANNER® professional. This well-regarded certification is awarded by the CFP® Board to individuals who have met rigorous educational, testing and ethical standards. You can expect an advisor with the CFP® certification to:

• Be well-versed in developing integrated wealth management plans
• Have a robust theoretical and practical knowledge of investment products and services
• Maintain an unwavering commitment to the highest ethics
• Display a steadfast commitment to putting your interests first

Patti Baum and Margie Jackson

Certified Private Wealth Advisor® (CPWA®)

This designation is awarded by the Investment Management Consultants Association® to professionals that have successfully completed the experience, education, examination, and ethics requirements of the certification program.

The CPWA® certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on the life cycle of wealth: accumulation, preservation and protection, and distribution. These professionals learn to identify and analyze challenges facing high-net-worth clients and understand how to develop specific strategies to help, monetize and protect assets, maximize growth, and transfer wealth.

Steve Rice

Chartered Financial Analyst (CFA)

CFAs are highly regarded professionals in the field of finance who have undergone rigorous training and examination to earn their certification. CFAs possess an extensive understanding of financial markets, investment strategies, and portfolio management, equipping them to make informed decisions and provide valuable insights.