Professional Credentials of our Team Members


Certified Private Wealth Advisor® (CPWA®)

David Hohimer has earned his CPWA® . As a Certified Private Wealth Advisor, David understands what it takes to manage the complexities of wealth. He takes a holistic approach and identifies strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Awarded through the Investment Management Consultants Association, this marks the completion of coursework in advanced wealth management strategies at the University of Chicago Booth School of Business.

 

Certified Financial Professional (CFP®)

Patrick Conklin has earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. To earn his CFP® he has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.


Accredited Investment Fiduciary (AIF®

David Hohimer and Tom Braile have earned their AIF® certification which focuses on the legal standards that require fiduciaries to prudently manage investment decisions.

 

Chartered Financial Plan Specialist (CRPS®)

Tom Braile has earned his CRPS® designation and has completed studies that teach him how to design, install, and administer retirement plans for the business community. He successfully completed the specialized program and passed a rigorous examination, signed a code of professional ethics, and completed a disclosure form attesting to his professional conduct. With this advanced certification, he works with business owners and plan sponsors to design retirement plans, select appropriate investments, monitor performance and meet fiduciary responsibilities.

 

Chartered Retirement Planning Counselor (CRPC®)

Tom Braile has earned his CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Tom focuses on client centric problem solving as he assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate planning. 

 

 

 

Legal Disclosures