When it comes right down to it, a relationship with a financial company has to do with whether or not you, as the investor, share a similar philosophy and can trust the people with whom you are working.  We believe this relationship is built on two things: integrity and competence. Annual attestations to Codes of Ethics and Standards of Conduct are required by most designation-holders.

Jonathan P. Ludeman is a CERTIFIED FINANCIAL PLANNER (CFP) and an Accredited Investment Fiduciary® (AIF).

Heidi A. Ludeman is an Accredited Investment Fiduciary® (AIF).