Meet our experienced team of professionals

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®), and Chartered Life Underwriter (CLU®).

Click below to learn more about each of the Longview team members:


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