The full strength of an experienced financial team
Pat Renn and Kathryn Edmunds have more than 60 years of combined experience in financial planning and wealth management. They both hold the professional designation of Certified Financial Planner™ practitioner, one of the most respected credentials and a recognized standard of excellence in personal financial planning.
CFP® professionals complete a rigorous program which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Pat Renn and Kathryn Edmunds adhere to the CFP Board's Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Our advisory board, staffed by prominent clients and centers of influence, is another important part of our team. They offer advice and insight to help enhance our practice and how we work with our clients and serve their best interests.
Another key team member is Raymond James, our broker/dealer and one of the largest independent financial services firms in America. Founded in 1962 and a public company since 1983, Raymond James has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. Its 3,500 home office professionals are so responsive and hands-on with their administrative and processing assistance that it enables us to focus more on our clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP&® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.