We believe in lifelong learning and have built an environment that attracts highly motivated and skilled employees. All of our lead and associate advisors are CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals. Additional certifications held by team members include: Chartered Financial Consultant (ChFC®), Enrolled Agent (EA), Certified Investment Management Analyst (CIMA®), Chartered Advisor in Philanthropy (CAP®), Certified Private Wealth Advisor (CPWA®), Chartered Life Underwriter (CLU®), and ACCREDITED ESTATE PLANNER® (AEP®).
Click below to learn more about each of the Longview team members: