Jim is both an Accredited Asset Management Specialist and Wealth Management Specialist with over 28 years’ experience serving our clients. Ferd has been serving our clients for the past 33 years. Their combined years of service provides invaluable experience on investments and financial planning. Riley is a CERTIFIED FINANCIAL PLANNER™ professional. This is widely considered the gold standard in our industry. Auggie is also an Accredited Asset Management Specialist and is a candidate to become a CERTIFIED FINANCIAL PLANNER™.