Accolades and Advanced Designations
Certified Investment Management Analyst (CIMA®)
Rick has earned his CIMA® certification. As a CIMA® professional, Rick integrates a complex body of investment knowledge that contributes to prudent investment decisions and objective advice for his clients.
To earn his CIMA® certification he has completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement. As a CIMA® professional, Rick is one of a select group of professionals who have earned this internationally recognized credential.
Chartered Retirement Plans Specialist (CRPS®)
Kyle has earned his CRPS® designation and has completed studies covering the the design, installation, and administration of retirement plans for the business community. He successfully completed the specialized program and passed a rigorous examination, signed a code of professional ethics, and completed a disclosure form attesting to his professional conduct. With this advanced certification, he works with business owners and plan sponsors to design retirement plans, select appropriate investments, monitor performance and meet fiduciary responsibilities.
Wells Fargo Advisors Premier Advisor
Both Rick and Kyle are members of the firm's Premier Advisor Program. This distinction is held by a select group of Financial Advisors who meet or exceed Wells Fargo Advisors' high standards as measured by one or more of the firm's criteria for business production, completion of educational components and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Fundamental Choice Portfolio Manager
Kyle is also a specially trained Fundamental Choice Portfolio Manager. Fundamental Choice is a customized advisory portolio management program that utilizes active asset allocation management with the goal of long-term capital appreciation. He manages client portfolios guided by research recommendations and collective insights of Wells Fargo Advisors strategists and external research firms.
* The Fundamental Choice program may not be suitable for all investors. Please carefully read the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Forbes - America's Top Next Generation Wealth Advisors 2017 & 2018
Kyle has earned the Forbes ranking of America's Top Next-Generation Wealth Advisors. Developed by SHOOK research, is a ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Forbes - Best-In-State Top Next Generation Wealth Advisor
Kyle was named one of Forbes Top Next Generation Best-In-State Wealth Advisors for 2019. The Forbes Top Next Generation Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.