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OUR CREDENTIALS

GET TO KNOW OUR DEDICATED TEAM

We focus intentionally on deepening our skill set and learning all we can best serve our clients. Our team prioritizes ongoing education and has acquired some of the industry’s top designations:

ACCREDITED WEALTH MANAGEMENT ADVISORSM

The Accredited Wealth Management AdvisorSM, or AWMA® program, is a designation program for financial professionals. The program is designed for advisors who want to better address the unique needs of high net worth clients. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning.

CERTIFIED FINANCIAL PLANNER™

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, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.

RETIREMENT INCOME CERTIFIED PROFESSIONAL®

A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.

CHARTERED FINANCIAL CONSULTANT®

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.

CHARTERED ADVISOR FOR SENIOR LIVING®

Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’ s only approved ‘senior’ designation.

WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®

The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.

CHARTERED LIFE UNDERWRITER®

The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

CERTIFICATION FOR LONG-TERM CARE®

CLTC® Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.

ACCREDITED WEALTH MANAGEMENT ADVISORSM

The Accredited Wealth Management AdvisorSM, or AWMA® program, is a designation program for financial professionals. The program is designed for advisors who want to better address the unique needs of high net worth clients. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning.

CERTIFIED FINANCIAL PLANNER™

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, with the skills needed to design and implement personalized financial plans for clients. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards—the designation is widely regarded as the standard of excellence in the financial planning profession. CFP® professionals understand the complexities of the changing financial climate and will make recommendations in your best interest.

RETIREMENT INCOME CERTIFIED PROFESSIONAL®

A properly planned retirement can be the difference between years of hardship and years of relaxation. The Retirement Income Certified Professional® (RICP®) designation provides advisors with an advanced education and specialized knowledge in retirement income planning, so they can give clients the guidance needed to efficiently plan for retirement.

CHARTERED FINANCIAL CONSULTANT®

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.

CHARTERED ADVISOR FOR SENIOR LIVING®

Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’ s only approved ‘senior’ designation.

WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®

The Wealth Management Certified Professional® (WMCP®) designation provides advisors with the strategic and practical framework needed to build broadly-diversified, tax-efficient portfolios customized to a range of client needs. The program also emphasizes applied behavioral finance as a guide in coaching clients to improve long term investment outcomes.

CHARTERED LIFE UNDERWRITER®

The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

CERTIFICATION FOR LONG-TERM CARE®

CLTC® Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.