Overview

Tom McCarthy, Jim Cox, and Ryan Mickelson are CERTIFIED FINANCIAL PLANNER™ practitioners. As such, they adhere to the comprehensive planning process endorsed by the College of Financial Planning. Because Tom, Jim, and Ryan take into consideration a client's entire financial situation, they are able to provide the much-needed solutions to their clients' financial challenges and thus provide them the financial confidence they desire.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.