Learn About Our Letters

We believe the letters behind our names are an added benefit as we help work through your wealth plan. Whether you’re planning for retirement, planning for a transfer of wealth, or diversifying your portfolio, we’re able to help with your specific needs. These designations give us a specialized knowledge base and skills set to address a diversity of matters involved in building, managing, and transferring wealth. 

As CFP® professionals, Financial Advisors Randall Cathcart and Robert Bagby II develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a curriculum approved by the CFP Board. They must also pass a comprehensive certification exam, which take 10 total hours and tests a candidate’s knowledge, comprehension, application, analysis, and synthesis of financial topics. Prior to earning the certification, a candidate must also complete several years of experience related to delivering planning services to clients. CFP® professionals are held to the highest standards and are expected to uphold principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

Paul Compton, First Vice President - Investment Officer, a CIMA® professional, integrates a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. The CIMA® certification program covers five core topic areas and requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics.