"When I think about, I think about what a huge help he was for me, and for mankind. A few people can have that much influence on so many people and improve so many lives as Jack." - David Booth
We wanted to take a moment to congratulate Chris on the successful completion of the CERTIFIED FINANCIAL PLANNER™ designation. This designation is a commitment to his ongoing personal development.
If you would like to speak to Chris about how this designation adds value to your experience as a client or if you would like to discuss anything else, please don't hesitate to contact us.
We are pleased to announce that Vansant Mewshaw claims compliance with the CFA Institute's Asset Manager Code of Professional Conduct and is now featured on the CFA Institute's website.
Please see the formal announcement below.
Read more about the code on the CFA Institute's website: https://www.cfainstitute.org/ethics/Documents/amc_outreach_flyer.pdf