Meet Our Team

Professional Credentials

Certified Investment Management Analyst® (CIMA®)

Andrew Lewis has earned his CIMA® certification. Andrew completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement.



Accredited Asset Management Specialist (AAMS®)

Andrew Lewis has earned the AAMS® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate investment planning issues. Additionally, he passed an end-of-course examination that tested his ability to synthesize complex concepts and apply theoretical concepts to real-life situations.



CERTIFIED FINANCIAL PLANNNERTM (CFP®)

Christina Fransckiewich has earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. To earn her CFP® credential, Christina has completed hundreds of hours of rigorous courses and examinations and successfully passed a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors.



Chartered Mutual Fund CounselorSM (CMFC®)

Lauren Greene Snyder has earned her Chartered Mutual Fund CounselorSM designation. The CMFC® is offered by the College for Financial Planning and provides a thorough knowledge of mutual funds and their various uses as investment vehicles. She agrees to adhere to Standards of Professional Conduct and must renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.