Brian Casebeer is a CPWA®. Certified Private Wealth Advisor® is an advanced education and certification program for financial advisors serving high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million, and incomes over $250,000. The CPWA program takes a holistic and multidisciplinary approach encompassing advanced wealth-management topics, behavioral finance, charitable planning, estate planning strategies, planning for closely held businesses, planning for executives, investment management, retirement planning, risk management, and tax planning strategies.

Amy R. McCollum is a RICP®. The Retirement Income Certified Professional® designation means the advisor has a specialized education in retirement income and is committed to professional and ethical best practices. A Retirement Income Certified Professional helps clients develop a retirement income plan that will meet their needs and coaches them through all the complexities of making their resources last.

Brian Casebeer is a CIMA®. Certified Investment Management Analyst® certification is the peak international, technical portfolio construction program for wealth management professionals and investment consultants. The certification program requires comprehensive learning and the application of sophisticated technical investment knowledge necessary to meet the real-world needs of individual and institutional investors. We believe CIMA® certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application.

Brian Casebeer is an AAMS®. The Accredited Asset Management Specialist® means the advisor utilizes a variety of investment disciplines. These include asset allocation, investment selection, insurance, investment tax considerations, and ethical considerations. The AAMS® designation focuses on a long-term approach.

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.