We are pleased to announce...

James A. Lawrence, CPA has received his certification as a Certified College Planning Specialist (CCPS) from the National Institute of Certified College Planners.

Jim's certification as a Certified College Planning Specialist provides invaluable knowledge to assist families in their process of funding a quality education. His expertise in college planning and funding strategies helps families prepare for the financial cost of sending children to college.

Jim is one of only 500 who hold the CCPS certification nationally. This certification is awarded only to CPAs, attorneys, registered investment advisors, and licensed securities agents. Jim's investment in time, education, and training to become an expert in college planning supports our firm's vision of implementing strategies to assist our clients in achieving personal and business success.

Contact Jim Lawrence for more information on college planning.