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Our Designations

Financial designations show that an advisor has met rigorous education, experience, and ethical standards in their field. They signal a commitment to professionalism and ongoing learning, so you can feel more confident that you’re working with someone qualified to guide your financial future.

CFP®

Christy Smith

A CFP® professional is trained to look at your entire financial picture – retirement, taxes, estate planning, investments, insurance, and more – to help you create a comprehensive plan. They’ve completed rigorous education and testing and are held to a strict ethical standard to always act in your best interest.


CRPC™ (Chartered Retirement Planning Counselor™)

Christy Smith, Margarita Stanczak

A CRPC™ specializes in retirement planning. They focus on helping you prepare for retirement, choose the right income strategies, and make informed decisions about Social Security, healthcare, and transitioning from saving to spending in retirement.


CIMA® (Certified Investment Management Analyst®)

Christy Smith

A CIMA® professional specializes in advanced investment management. They are trained in portfolio theory, asset allocation, risk management, and due diligence – ideal for clients who want a sophisticated, research-driven approach to managing their wealth.