We truly appreciate our members and celebrate this important milestone with them!
5 Years
Nicole White, CFP®, Aspiriant, LLC
Jacquelyn Murray, Bell Investment Advisors, Inc.
10 Years
Diana Bacon, CFP®, Apella Wealth
Michael Dickman, CFP®, Charles Schwab
Steven Bealey, CFP®, Ameriprise Financial Services, LLC
20 Years
Christina Covalesky, CFP®, Wetherby Asset Management
30 Years
Claudia Fitch, CFP®, Fitch Financial Advisors LLC