Why We're Different


Jessica Marlow, CFA sitting at her desk.


Both Bob and Jess have earned the Chartered Financial Analyst® (CFA) designation. The CFA Program seeks to provide a select group of experienced financial advisors a strong foundation of innovative investment analysis and real-world portfolio management skills. Additionally, CFA charterholders adhere to a code of conduct that follows one of the highest levels of ethical standards.

Bob has also gone a step further and attained the Accredited Investment Fiduciary® designation. The AIF® designation signifies identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed Fi360’s AIF® examination.