Why Designations Matter

Our designations are an added benefit when reviewing your investment plan. Whether you are planning for retirement, planning for a transfer of wealth, or diversifying your portfolio, we’re able to help with your specific needs.

Certified Investment Management Analyst® (CIMA®)

John C. Granzow, CIMA®
Managing Director – Investments

Matthew J. Ferrara, CIMA®
Client Performance Analyst

CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. The CIMA® certification program covers five core topic areas and requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics.


Hunter M. Burton, CFP®
Financial Advisor

CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a curriculum approved by CFP Board, and pass the comprehensive CFP® Certification Exam. The exam is scheduled to take 10 hours to complete and tests each candidate’s knowledge, comprehension, application, analysis, and synthesis of financial topics. They must also complete several years of experience related to delivering planning services to clients prior to earning the right to use the CFP® certification trademarks. CFP® professionals are held to the highest of standards, as outlined in CFP Board's Standards of Professional Conduct. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics.

Chartered Financial Analyst® (CFA®)

Julie Jones
, CFA®
Financial Advisor

A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The CFA Program is typically completed by those with backgrounds in finance, accounting, economics, or business. CFA charterholders earn the right to use the CFA designation after program completion, application, and acceptance by CFA Institute. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.