The Hershey Group has CFP®, AWM, APP, and CPA professionals available to help you navigate financial decisions and achieve your goals. Read on to learn more about these designations and how they help to serve our clients.
John Hershey: an Accredited Wealth Manager professional
The Accredited Wealth Manager is an internal program designed to provide financial professionals with training in advanced wealth management strategies and is offered exclusively by RBC Wealth Management in conjunction with Michigan State University to a select group of financial advisors. By obtaining the AWM designation, John has demonstrated advanced knowledge of the firm's wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate and trust planning strategies.
Gerry Spessard: a CERTIFIED FINANCIAL PLANNER® professional
When choosing a wealth management team to help you meet your financial goals, there are significant benefits to working with a team that has a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. This well-regarded certification is awarded by the CFP® Board to individuals who have met rigorous educational, testing and ethical standards. As a CFP® Gerry is well versed in developing integrated wealth plans. He has a robust theoretical and practical knowledge of investment products and services, and he maintains an unwavering commitment to the highest ethics.
Jennifer Brandenburg: an Associate Planning Professional
This RBC internal designation is awarded to individuals who have successfully completed the educational program which covers the wealth management process, investment planning, tax and insurance planning, retirement and business planning, and estate planning. As an APP, Jennifer assists your financial advisor with developing a custom wealth plan for you.
Laura Herrera: Certified Public Accountant
This certification is awarded to individuals who have passed the Uniform Certified Public Accountant Examination which is set by the American Institute of Certified Public Accountants and administered by the National Association of State Board of Accountancy. The exam consists of the following sections: Auditing and Attestation, Financial Accounting and Reporting, Regulation, and Business Environment Concepts. While RBC Wealth Management does not provide tax advice, having a Certified Public Accountant on our team adds value to the financial planning process.
Let's take the next step together
If you would like to discuss how The Hershey Group can assist you with your financial goals, please contact us today.