Our Qualifications

Jack W. Crow, Certified Financial PlannerTM -- The Certified Financial Planner (CFP®) professional is a member of a distinguished profession dedicated to serving the financial needs of individuals, families and businesses.  The CFP designation implies a certain level of competence, experience, and intelligence in the complex profession of financial planning.  To earn this title the financial planner has demonstrated a degree of competence in analyzing and developing personal and business financial plans through the successful completion of a series of rigorous financial planning examinations, as mandated by the International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP)

  

WHAT A CERTIFIED FINANCIAL PLANNER LICENSEE CAN DO FOR YOU:

  • Aid you in compiling a complete financial statement and in setting goals.
  • Analyze every aspect of your current financial picture.
  • Identify weaknesses and recommend possible improvements.
  • Coordinate the implementation of your plan.
 
 
Rebecca Tidmore, Accredited Asset Management Specialist™ (AAMS®) -- AAMS® designees have a thorough knowledge of investments and can effectively identify, analyze, and recommend those that are appropriate for your diverse needs.  To be entitled to use this designation, candidates must successfully complete the specialized program through the College for Financial Planning, pass a rigorous exam and background check, sign a code of professional ethics and a commitment to ongoing continuing education credit to ensure that they stay current in the field.