People choose to work with me due to my transparency, respect for their unique situation, and desire to best serve them in achieving their financial goals. What this means is every item we discuss together will be centered around your intentions for your financial future. With those in mind, we will design a plan of action that gives you the confidence, clarity, and peace of mind knowing you have a strategy that leads you to accomplish your goals.
Devin holds the following licenses and designations to help serve your needs:
- Accredited Investment Fiduciary® (AIF®)-Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business. Advisors who earn the AIF® Designation are immediately able to demonstrate the added value they bring to prospective and existing clients.
- Chartered Retirement Planning Counselor (CRPC®)- The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
- FINRA Series 7 Securities License
- FINRA Series 66 Securities License
- Life Insurance License
- Accident and Health Insurance License
- Long Term Care Insurance License