07/20/2026
Join us in congratulating Danielle Holmes, CFP®, AIF® on earning the CERTIFIED FINANCIAL PLANNER® certification!
Danielle brings over 25 years of experience helping individuals and families work toward their financial goals. Earning the CFP® designation demonstrates an additional commitment to excellence, education, and professionalism. The CFP® certification is considered the gold standard in financial planning. Candidates must complete extensive coursework covering retirement planning, investments, taxes, estate planning, insurance, and ethics. They must then pass a rigorous comprehensive examination that is widely recognized as one of the most challenging in the financial services industry, while also meeting strict experience and ethical standards. Achieving this credential requires years of study, preparation, and dedication. It reflects not only technical knowledge, but also a commitment to putting clients' best interests first.
We are incredibly proud of Danielle and grateful for the care, knowledge, and dedication she brings to our clients every day. Please join us in celebrating this well-deserved accomplishment!
