We are thrilled to announce that two of our valued team members, Theresa Carguillo, FPQP®, Client Services Associate, and Dustin Cidorowich, FPQP®, Associate Financial Planner, have achieved the prestigious Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning. The FPQP® designation is a significant milestone in the financial services industry. It equips...Read More