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AEP®

The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils.

JD

Juris Doctor

This is the highest law degree in the United States. A JD degree represents professional recognition that the holder has a doctoral degree in law. Due to the length of study required in the United States to attain a law degree, the name reflects its status as a professional degree.

EA

FPQP™

The Financial Paraplanner Qualified Professional™ (FPQP™) program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments. Holding the FPQP™ designation demonstrates that the individual can gather, review, and analyze financial information and provide clients with a comprehensive picture of their financial well-being.

CEPA®

Certified Exit Planning Advisor
Professionals with this designation have passed an exam and completed the Exit Planning Institute’s CEPA Program, which is the most widely accepted and endorsed program of its kind. Graduates of the program have mastered the Value Acceleration Methodology, which integrates exit strategy into the business, personal, and financial goals of the business owner.

CRPC®

Chartered Retirement Planning Counselor – CRPC
This designation, the nation’s premier retirement planning credential, is awarded by the College for Financial Planning. CRPCs have mastered client-centric retirement planning in a comprehensive graduate-level program that covers all aspects of the retirement process.

ChFC®

Chartered Financial Consultant

A ChFC is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience.

CFA®

Chartered Financial Analyst
One of the highest distinctions in the investment management profession, this title designates graduates of the CFA Program from the CFA Institute. These professionals have passed multiple exams on financial reporting and analysis, asset valuation, portfolio management, and managing equity, fixed income, and derivative investments.

CAIA®

Chartered Alternative Investment Analyst
Investment professionals with this designation have passed a rigorous educational program and multiple exams offered by the CAIA Association. Graduates of the program hold the globally recognized credential for professionally managing, analyzing, distributing, or regulating alternative investments.

AIF®

Accredited Investment Fiduciary
Financial advisors with this designation have gone through the training, met the qualifications, and passed an exam on the fiduciary standards of excellence that apply to managing the assets of another person or institution. Professionals with the AIF designation understand the legal standards that require them to prudently manage investment decisions.

MSF

Master’s of Science in Finance

The Master’s of Science in Finance degree provides a quantitative and comprehensive examination of the finance field, including corporate finance, investments, and markets and institutions.

MSA

Master’s of Science in Accounting

The Master’s of Science in Accounting degree is a more specialized degree than the MBA. It focuses on high level concepts and principles pertaining to the field of accountancy.

CFE

MAcc

Master of Accountancy

The MAcc degree provides a deep overview into accounting principles and current business applications. The curriculum focuses closely on preparing individuals for the CPA and CMA exams.

M.Ed

Master’s in Education

The Master’s in Education degree is an advanced degree for teacher or administrators that includes coursework focused on curriculum and instruction, creating useful assessments and developing instructions to the serve the needs of all students.

CRPS®

Chartered Retirement Plans Specialist
This unique designation from the College of Financial Planning is seen as the industry benchmark on business retirement plan administration. Graduates are experts in the process of designing, installing, and maintaining company retirement plans.

C(k)P®

Certified 401(k) Professional
This designation distinguishes financial professionals who have demonstrated the knowledge and ability to positively affect the retirement outcome for participants in company retirement plans. The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education, awards this designation to financial professionals who complete a rigorous curriculum of extensive coursework, examinations, a case study, and training.

CFP®

Certified Financial Planner
The Certified Financial Planner Board of Standards, Inc., awards this designation to individuals who have successfully passed the board’s extensive exams covering financial planning, taxes, insurance, estate planning, and retirement, in addition to ongoing certification requirements and continuing education. These professionals have met rigorous standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

CDFA™

Certified Divorce Financial Analyst

Someone with this designation is an expert in all the financial circumstances that surround divorce. The training for this certification focuses on understanding and estimating the long-term costs of a divorce. Some areas they focus on are tax consequences, property division, alimony and/or child support amounts, and the future of retirement/pension funds.

MBA

Master of Business Administration

This is a graduate degree earned at any university that provides theoretical and practical training to help students gain a better understanding of general business management functions.

CPA

Certified Public Accountant: This designation is given by the American Institute of Certified Public Accountants, which is responsible for setting standards in the CPA profession. CPAs have passed a graduate-level exam and met work experience requirements, in addition to completing continuing education stipulations and following a strict code of ethics.

PFS

Personal Financial Specialist

This is a specialty credential for CPAs who are experts at helping individuals with wealth management. The American Institute of Certified Public Accountants grants this designation only to CPAs with significant personal financial planning education and experience. CPAs pursue this credential because they want to display their expertise and knowledge as it relates to all aspects of financial planning.

Our Awards

At Archford, we believe success is built upon a long-term, trust-based relationship with you. Our highly experienced, independent team has the background and knowledge to craft creative solutions to your financial and accounting needs for years to come. Nothing beats the peace of mind you’ll have knowing a full-service team is ready to handle anything life throws your way. Learn a bit more about our awesome team members below, and then click here to schedule a time to chat with one of us.

James D. Maher

Chief Executive Officer and Founder

Jacob Hong

Wealth Management Advisor and Chief Operating Officer

Amanda White

Chief Financial Officer and Chief Compliance Officer

Paul Alegnani

Chief Investment Officer

Samantha Abel

Intern

Jennifer L. Boyer

Client Service Associate

Chuck E. Brueggemann

Senior Transition Coach

Ronald A. Buerges

Business Consultant

Steve Collins

Staff Accountant

Barbara Deck

Tax Director

Marnie Deschaine

Business Services Coordinator

Jordan Faulkenberg

Senior Staff Accountant

Angela Geer

Staff Accountant

Aaron Gregson

Staff Accountant

Anna Hanger

Intern

Julie Hanger

Senior Administrative Assistant

Samuel Hanger

Wealth Management Advisor

Terry L. Hanger

Business Consultant

Zach J. Joiner

Wealth Management Advisor

Monette Lawrence

Retirement Plan Advisor (401(k), 403(b) & Defined Benefit)

Martin F. Leifeld

Business Consultant

Deanna Loesche

Operations and Compliance Manager

Dominic Maduri

Tax Director

Nathan Martin

Intern

Adam Maxwell

Staff Accountant

John McGowan

Director of Tax Strategy

Cathy E. Mifflin

Administrative Assistant

Kimberly A. Noltkamper

Director of Administration

Karen Pakosta

Senior Accountant

Rhonda Pollmann

Staff Accountant

Crystal Schallenberg

Senior Accountant

Robert G. Schlueter

Director of Relationship Management and Wealth Management Advisor

Carrie Schultheis

Senior Accountant

Brendan M. Skinner

Wealth Management Associate Analyst

Kristen M. Steele

Client Service Associate

David Stoll

Analyst and Relationship Manager

Jay Tebbe

Philanthropic Consultant

Cindy Wolf

Staff Accountant

Jim E. Woodcock

Business Consultant