As you know, one of our BW core values is to maintain a Thirst for Knowledge so our stakeholders can better serve you, and so they grow personally and professionally. We are all busy helping you move toward your Ideal Life, and we’re also working hard to move toward ours.

Jake Hall, Wealth Advisor, and Alex Cohen, Wealth Plan Design Specialist, are pursuing their Certified Financial Planner^TM (CFP®) designation, one of the most prestigious financial certificates available. The largest aspect of the CFP is being a fiduciary, which requires us, as your advisor, to always perform according to your best interests.

The CFP can take up to two years to complete and has rigorous certification requirements, including an education curriculum, comprehensive exam, and experience requirement where the candidate must demonstrate competency in comprehensive financial planning.

Brandon Scott, our Co-Chief Investment Officer and Portfolio Manager, is pursuing his Chartered Financial Analyst® (CFA®) designation, one of the highest distinctions in the investment management profession.

These programs aren’t easy or quick, and by participating in these programs, Alex, Jake, and Brandon are honing their trust and credibility, increasing their technical expertise, and refining our BW investment management approach.

I’m proud of our stakeholders as they build their knowledge and proficiencies to better serve you!