Congratulations to Our Newest CFP®

I am happy to announce that our in-house tax expert, Valerie Flores, passed the CFP® exam in July. Her clients know her as a top-performing tax advisor. Valerie's desire to provide more value to her clients motivated her to add the CFP® designation. She prepared for the exam while dealing with last year's hurricane tax issues for many clients. Her ongoing dedication to clients is impressive.

Click here to learn what a CFP® is and what a CFP®, Valerie, can do for you.