About Me
Certificates
Licenses
Awards
Education
AR State License
CA State License
Drew, Josh, and Andrew hold the Certified Financial Planner™ certification, which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements.
Drew holds Certified Retirement Plans Specialist™ designation from the College for Financial Planning, which identifies those individuals who have successfully completed coursework covering defined benefit, defined contribution, and non-qualified benefit plans for corporate and small business clients, as well as plan design, installation, administration, and fiduciary issues.
Josh holds the Certified Investment Management Analyst® designation, which identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management in accordance to clients’ philanthropic mission, investment philosophy, and financial goals, and completed the Endowments & Foundations Consulting course through the Investments & Wealth Institute.
Andrew holds the Certified Private Wealth Advisor® certification, which is designed for experienced financial advisors who seek the advanced knowledge and breadth of specialized skills necessary to address the sophisticated needs of high-net-worth clients. To earn the certification, candidates must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass the Investments & Wealth Institute’s comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA® professionals must meet ongoing continuing education requirements.