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Plan With
Confidence

Our advisors can help you create a holistic financial plan that will set you up for success now and in the future. Schedule a call with us today.

Selecting the right financial advisor is an important step in your pursuit of wealth.

Check the background of the investment professional associated with this site on FINRA’s BrokerCheck.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Client Centered

Your Financial Partner For Life's Key Decisions

ARE YOU PLANNING FOR YOUR FAMILY OR PROTECTING YOUR BUSINESS? LET US TAILOR YOUR EXPERIENCE.

Our approach begins with understanding your priorities and building strategies that support the people, plans and milestones that matter most. From personal goals to business needs, we work with you to create a path that feels thoughtful, practical and aligned with your future. 

Client Centered

Helping Clients
Every Step Of The Way

WE WORK WITH PEOPLE LIKE YOU

For over 40 years, Certified Financial Services has been helping individuals, families, and business owners achieve financial clarity, success, and peace of mind. Discover our story and meet the team dedicated to your financial success

Family Or Individual

Whether you're just getting started or refining your plans, we help you build a path forward that reflects your goals, your values, and the people who matter most. From protection to long-term planning, it all starts with understanding what’s important to you. 

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Business Owners

Your business is more than a livelihood, it’s part of your legacy. We work with business owners to explore strategies that support continuity, protect what you’ve built, and align your personal and professional priorities over time. 

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Retirees

Retirement isn’t just a milestone, it’s a new phase of life. We help you think through income, protection, and long-term considerations so you can move forward with clarity and confidence in the years ahead.

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Tailored Solutions for Your Life and Business

A thoughtful approach to planning for what matters most

We work with individuals, families, and business owners to develop strategies that reflect what matters most. Every plan begins with understanding your priorities, then evolves to support your goals, your responsibilities, and the future you’re working toward. By focusing on the full picture, we help you navigate important decisions with greater clarity and a long-term perspective. 


BUSINESS
OWNER SOLUTIONS

Support your business and your personal priorities with strategies designed to address continuity, risk considerations, and long-term planning. As your needs evolve, your approach can evolve with them. 

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PERSONAL
FINANCIAL PLANNING

Build a thoughtful approach around your goals, your responsibilities, and the life you’re working toward. We focus on creating strategies that adapt as your circumstances change over time. 

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RETIREMENT
& LEGACY PLANNING

Prepare for the next phase with a focus on income, protection, and the transfer of what matters most. We help you think through key decisions with a long-term perspective.

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EXPLORE OUR SOLUTIONS

Take Our Investment Quiz

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Client Centered

About Your Team

WHAT SETS US APART?

At Certified Financial Services, our team is built on a commitment to long-term relationships and a people-first approach. We believe effective planning reflects not only individual goals, but the people and priorities that shape them.


Our team brings together a range of experience and perspectives, working collaboratively to develop thoughtful strategies aligned with both short- and long-term objectives. Through this approach, we aim to provide consistent guidance and support over time.

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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Why each spouse needs life insurance

Why each spouse needs life insurance

How to help make sure your family is covered financially should something happen to either spouse
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Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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Speak With AFinancial Professional

Whether you are planning for the future, protecting what you have built, or navigating a major life change, our team is here to help you take the next step with clarity.

Schedule A Call

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