Jeremy Brenn Achieves the CFP Designation!

We are pleased to announce that Jeremy Brenn recently received the highly sought designation of Certified Financial Planner (CFP®). To earn this designation, candidates must meet several requirements including mastering nearly 100 topics of integrated financial planning in major areas such as investments, retirement, estate planning, income taxation, insurance, and employee benefits. To fulfill the education requirement Jeremy completed over a year of intensive coursework and passed the...