We're happy to announce some individual accomplishments of our team members!
Elizabeth Raby-Salinas, our Executive Assistant, has recently earned her Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning.
Kevin O'Connor, our Client Relationship Manager in Columbus, and part of our tax team, recently completed part one of the IRS Enrolled Agent exam series, and is on track to complete the certification process by year-end.
Jansen Davidson, Client Relationship Manager in our Mason office, has successfully passed his series 65 independent advisor representative exam.
Please join us in celebrating these significant achievements by our staff! The additional effort expended by our motivated team is not only appreciated by the partners of the firm but enhances value to your client experience by adding additional expertise and capabilities.