Specialized Professionals
The Hershey Group has CFP®, RICP®, 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, RETIREMENT INCOME CERTIFIED PROFESSIONAL®
The RBC internal Associate Planning Professional 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.
The RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) designation is issued by The American College of Financial Services and emphasizes evaluating retirement income needs and developing strategies that produce income throughout retirement. As a RICP® Jennifer has a deepened understanding of utilizing income sources such as Social Security, pensions, annuities, employer benefits, and investments to generate sustainable retirement income while addressing risks such as longevity, healthcare costs, taxation, and estate planning. This specialized designation demonstrates Jennifer's commitment to continuing her financial education as well as adhering to the highest ethics.
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.
