Designations
Learn about the designations that our team members have obtained:
Certified Financial Planner®
The Certified Financial Planner® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards. They are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
MBA
Master of Business Administration
A Master of Business Administration is a graduate-level business and management degree. It is designed to provide theoretical and practical training for business or investment management. MBA programs emphasize the development of an individual’s analytical, critical thinking, and decision-making skills.
EA
Enrolled
Agent
An Enrolled Agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Enrolled Agents represent taxpayers before the IRS for tax issues that include audits, collections, and appeals. Enrolled Agent status is the highest credential awarded by the IRS.
PDC
Certified Physician Development Coach
Granted by the Physician Coaching Institute, a PDC designation ensures that coaches are qualified to high standards. These standards allow coaches to provide excellent advice, mentorship, and guidance to physicians.
