Congratulations are in order!

We are delighted to share some exciting news from our team regarding two major professional designations: 

Andrew Litzerman, CFA®, CMT®, CPWA® has achieved the Certified Private Wealth Advisor designation.  This advanced credential reflects Andrew’s deep expertise in serving the complex needs of high-net-worth clients.  This designation emphasizes holistic wealth management strategies, including tax planning, estate planning, risk management, and investment strategies tailored to affluent individuals and families.

Donny Nelson, IACCP® has earned the Investment Adviser Certified Compliance Professional designation, a testament to his dedication to upholding the highest standards of compliance and ethical practices in our industry.  This rigorous certification demonstrates Donny’s commitment to ensuring our firm operates with the utmost integrity and adheres to all regulatory requirements.
 
We are incredibly proud of Andrew and Donny and grateful for the dedication and expertise they bring to our team.

Cheers!
 

Key to Alphabet Soup Above:

CFA®       =  Chartered Financial Analyst
CMT®      =  Chartered Market Technician
CPWA®   =  Certified Private Wealth Advisor
IACCP®   =  Investment Adviser Certified Compliance Professional