Who are we?

Scott A. Leonard, CFP®
Christopher P. Van Slyke, CFP®
Eric Toya, CFP®
Anthony G. Ferreira, CFP®
Debra L. Morrison, CFP®, MS, AEP
Charles L. Stanley, CFP®, ChFC
Morgan H. Smith Jr. IMBA, CFP®

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The AIF®, ACCREDITED INVESTMENT FIDUCIARYTM is an advanced designation awarded by the Center for Fiduciary Studies. It is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination and ongoing education requirements.