Strategic Alliances

Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified Financial Planner (CFP)
  • Chartered Global Management Accountant (CGMA)

Associations

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • National Association of Personal Financial Advisors (NAPFA)

AICPA “Money Doctor”

Lehigh Valley PICPA

  • Chair of the Continuing Education and Personal Financial Planning Committees