Wealth Advisory Teams
Kalita Blessing, CFP®, CAP®, AEP®
Kalita's Team: Rob Cox, CFP® CDFA® | Tiffany Garza, CFP® | Carey Yeary, CFP® | Marla Barnard
Rob Cox, CFP®, CDFA®
Rob's Team: Tiffany Garza, CFP® | Carey Yeary, CFP® | Marla Barnard
Mary Durie, CFP®, CAP®, AEP®
Mary's Team: Marisa Lockhart, CFP® | Sergio Garcia, CFP® | Connor Thomas
Chandler Ferguson, CFP®, CIMA®
Chandler's Team: Charlene Miller | Kelli Pluta, RP®
Carl Kunhardt, CFP®, CIMA®, AEP®
Carl's Team: Jennifer Calvi, CFP® | Christina Slavonik, RP®
Chris Young, CFP®, CPWA®
Chris's Team: Chandler Ferguson, CFP®, CIMA® | Charlene Miller | Kelli Pluta, RP®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CIMA®”, “CPWA®”, “Certified Investment Management Analyst®”, and “Certified Private Wealth®”. Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.