Our Team

CFA

The Chartered Financial Analyst (CFA) credential is held by over 150,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.

CPA

A CPA is a certified public accountant who is licensed by a state board of accountancy. To earn the prestige associated with the CPA license, the requirements include demonstrating knowledge and competence by meeting high educational standards, passing the CPA exam, and completing a specific amount of general accounting experience.

CFP

Although many professionals call themselves “financial planners,” CFP professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.

Scott A. Becker, CPA, CFP

Managing Partner

Christopher M. Bedient, CFA

Wealth Advisor

Zach B. Lundak

Portfolio Advisor

Valerie Stranathan

Client Relationship Specialist

Jennifer S. Liliedahl
Compliance Officer