Professional Development

Congratulations to Alison E. Purko, Client Service / Marketing Associate, for passing the Series 65 Uniform Investment Law Examination in August 2020.

Congratulations to Matthew T. Gierahn, Investment Analyst Associate, for passing the Series 65 Uniform Investment Law Examination in July 2020.

Congratulations to Olivia H. Nitke, Financial Planning / Client Relationships Associate, for passing the Series 65 Uniform Investment Law Examination in August 2019.

Stevie Radzinski, Client Service / Operations Senior Associate, passed the Series 65 Uniform Investment Law Examination in May of 2019. Congratulations Stevie!

Congratulations to Maria C. Cornejo, Financial Planning / Client Relationships Associate, for passing the Series 65 Uniform Investment Law Examination in January 2019.

Congratulations to Business Development / Client Relationships Senior Associate Mike Bogard, CFA on earning the right to use the Chartered Financial Analyst ^® (CFA^®) designation!

Congratulations to Financial Planning / Client Relationships Associate Brad O’Loughlin, CFP®, ChFC® on becoming a CERTIFIED FINANCIAL PLANNER™ professional.

Congratulations to Portfolio Management / Investment Analyst Senior Associate Ben Opsal, CFA on earning the right to use the Chartered Financial Analyst ® (CFA®) designation! The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.

Congratulations to Connor Showalter, Portfolio Management /  Research Analyst Senior Associate, for passing the second level of the Chartered Financial Analyst (CFA) Designation program!

Congratulations to Brad O’Loughlin, Financial Planning/Client Relationships Associate, for passing the final exam in obtaining the Chartered Financial Consultant (ChFC®) designation!