We are excited and proud to share the news that Amy Wood has diligently completed her extensive studies and has been awarded Certified Financial Planner® (CFP®) certification by the CFP board.

A Certified Financial Planner® is a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements, acting as a fiduciary to act in their clients’ best interests. They provide comprehensive planning for retirement, taxes, insurance, and investments.

Well done Amy, we truly respect your commitment to the firm and your continued service to our clients.