Learn about our letters

Each of our advisors have earned distinctive letters behind our names. Our diversity of skills that we’ve obtained through these certifications ensures a “checks and balances” approach to each client interaction – in other words, we cover all your financial bases as a team, since we are each trained in different focus areas. 
The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is conferred by the Certified Financial Planner Board of Standards, Inc. A financial professional who carries this designation is better equipped to address all aspects of a client’s financial life rather than just focusing on one. This way, they create holistic plans that take into account a client’s goals and various financial puzzle pieces. 

Pam Batson carries this designation. 

The Certified Wealth Strategist® designation is offered by the Cannon Financial Institute. The certification covers rules, regulations, laws, and standard operating procedures for professionals who specialize in working with high-net-worth clients. As a client’s wealth increases, the complexity of their needs also increases – the value of a CWS® is their ability to help find unique solutions to fit specific circumstances of affluent clients.

Brian Weinkle has earned this designation. 

The Certified Investment Management Analyst® (CIMA®) is a designation issued by the Investments and Wealth Institute. An advisor with this certification specializes in working with clients on investment planning strategies, asset allocation, risk assessment, performance measurement, and portfolio management. 

Andrew Weinkle holds this designation.