Supporting Credentials

We are what we do.

We participate, always trying to meet a higher standard. We enjoy everything we do. Recognition validates our intentions and values. It reassures us that we lead by an example that people really see.

Forbes Magazine Profile (Fall 2008)
From the MACPA - Navigator of the Profession Awarded by and Member of Michigan Association of CPSs as a "Navigator of the Profession"
AMDG Investment Adviser Registration
Fiduciary Insights 360 Accredited Investment Fiduciary Analyst
Paladin 5 Star Registry Rigorous requirements to be selected Top 10 Questions for Advisors Excerpted from Paladin Registry
Center for Fiduciary Excellence Certified by Center for Fiduciary Excellence An annual certification begun in May 2007		View Certificate
360 Degrees of Financial Literacy Member of American Institute of CPAs Certified as a PFS - Personal Financial Specialist