A Company Built on Solid Foundations
Since 1969, our group has grown into an association of qualified professionals – holding degrees, certifications, and designations including: law(JD), Masters in Taxation (LL.M.), Certified Public Accountant (CPA), Masters of Science in Financial Services (MSFS), Masters of Business Administration (MBA), Chartered Financial Consultant (ChFC),Chartered Life Underwriter (CLU), Certified Financial Planner™ (CFP®), Certified Fund Specialist (CFS), and Accredited Investment Fiduciary (AIF).
