Goodman and McLeod Earn CTFA Designation

July 30, 2021

JOEL+MICHAEL_600x400Please join us in congratulating our Chief Investment Officer Joel Goodman, CFA and Senior Wealth Advisor and Director of Financial Planning Michael McLeod, CFP® on passing the Certified Trust and Fiduciary Advisor (CTFA) exam and earning their CTFA designation. Joel and Michael have been working hard for the past six months to earn their CTFA designation, which is the recognized trust certification standard for fiduciary wealth advisors. Joel and Michael plan to use their CTFA designations to continue to add value to client relationships and to help clients think through complex financial decisions.