Professional Affiliations



The CFA Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society, mainly through its administration of the Chartered Financial Analyst credentials.  Our President is a CFA charterholder, Past President of the local CFA Society, and continues to mentor aspiring professionals seeking this prestigious designation.

The Financial Planning Association (FPA) supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.  Our President maintains membership in this organization to stay connected to the highest ethical and academic standards in the financial planning profession.