We love the work that we do as financial planners and want to see the profession grow. In order to make an impact where it matters most we are members of several industry organizations including:
We also enjoy serving on several sub committees of these various associations.
Advocacy
We strongly believe that all financial planning should be done as a Fiduciary – ethically and with our clients’ best interests in mind. We support and advocate for this change on a local level and lend our ideas and beliefs to our associations who advocate for us on the national level.
Mentoring
The best way to shape the future of our industry is by mentoring. We volunteer as mentors for both the CFP board and the FPA. Along with our mentorship, we have an internship program at our office with plans to turn it into a 3-year residence program for students completing their degree in financial planning.
