Our Qualifications

We are a naturally diverse team with CFP® and CRPC® designations, as well as Private Investment Management certifications, fixed income expertise, studies in finance, engineering and holding several advanced degrees.

CFP® Designation

This designation is one of the most recognized in the financial services industry. CFP® professionals demonstrate extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for their clients.

CRPC® Designation

The Chartered Retirement Planning CounselorSM designation helps financial advisors by guiding them through specialized tax and estate objectives and strategies for a retiree and presents the unique financial and emotional aspects of investment planning that are unique to the retirement process.

Private Investment Management®

The Private Investment Management program is a customized portfolio management program geared toward specific investment goals. PIM Portfolio Managers actively manage your portfolio on an ongoing, discretionary basis using his or her individual investment style.

Premier Advisors

The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Education

Steve Frank, BA in Philosophy; Martin Wilhelmy, MBA and BS in Civil & Environmental Engineering; Judy Hearn, AA in Management Information Systems; Ethan Clark, BS in Finance; Jennifer Kuykendoll, BS in Education
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