Wealth Team
Douglas B. Ehlen, CFP®, CPA/PFS Managing Partner Bio | Email |
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| Gregory E. Heldman, CFP®, CPA/PFS Non-Equity Partner Bio | Email |
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Wealth Management |
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| Laura Ehlen Wealth Management Coordinator Bio | Email |
Tiffany Garl Wealth Management Coordinator Bio | Email |
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| Michelle Hudson Wealth Management and Marketing Coordinator Bio | Email |
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The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA members who have experience and expertise in that area. A CPA must meet certain requirements before becoming a CPA/PFS and meet re-credentialing requirements every three years to maintain the certification. What is a CFP® Professional? The CERTIFIED FINANCIAL PLANNER™ certification is awarded exclusively to those that have met the CFP Board’s requirements and abides by the terms and conditions specified by the CFP Board. Every two years, a CFP® Professional must meet complete the continuing education requirements determined by the Certified Financial Planner Board to maintain certification. Learn more on the CFP Let’s Make A Plan website.
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