Congratulations to Elaine Bandy on earning her Registered ParaplannerSM designation, and to Natalie Bacon on earning her CERTIFIED FINANCIAL PLANNERTM designation. We are proud of their accomplishments!
Congratulations to our own Liam Hurley, Partner, Chief Investment Officer, and Senior Financial Advisor! Liam successfully completed the CFA Program Level III Exam. He is now a CHARTERED FINANCIAL ANALYST® charterholder. Read more about Liam here: Liam’s Bio.
We are proud to announce four Summit Staff Financial Advisors passed the CERTIFIED FINANCIAL PLANNER™ examination this year. From left to right, Natalie Bacon, Scott Schwartz, Nicole Dray, and Austen Harrison passed the exam. We are proud of all their hard work and dedication to pursuing the CFP® certification.