Awards and Recognitions
We are proud to be recognized numerous times by Forbes. However, we are only the best because we work with the best. We are continually inspired by your personal and professional goals, dreams, and passion for life. This recognition wouldn’t be possible without you. Thank you for your continued confidence and trust, as it is a privilege to be able to help you artfully assemble every aspect of your financial life.
- 2024 Forbes Best-In-State Wealth Advisors (Andy Bird and Darrin Englebert)
- 2023 Forbes Next-Gen Award (Andy Bird)
- 2023 Forbes Best-In-State Wealth Advisors (Andy Bird and Darrin Englebert)
- 2022 Forbes Best-In-State Wealth Advisor (Darrin Englebert)
Forbes "Best-in-State Wealth Advisors" list (April 2024,2023,2022). Research and ranking provided by SHOOK Research, LLC. Based upon data as of June 30th of the preceding year.
Forbes “Top Next-Generation Wealth Advisors” list, (August 2023). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2022.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Licenses and Designations
With education as one of our core values, it’s no surprise that our team holds an extensive list of licenses and professional designations. Our dedication to continuing education empowers us to provide the highest level of strategy and service to our sophisticated clients.
Members of our team hold the following designations:
Certified Financial Planner
The CFP® designation is widely considered the standard of excellence for financial planners. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest
Accredited Estate Planner
Administered by the National Association of Estate Planners & Councils, the Accredited Estate Planner® this designation allows designees to distinguish themselves as a true member of the estate planning team. It is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Chartered Advisor for Senior Living
A CASL certification is held by financial advisors who have demonstrated a commitment to helping clients who are middle-aged and older achieve and preserve financial security through wealth management, wealth preservation, and wealth transfer planning. They have a deep understanding of long-term care financing, estate planning, and more.
Chartered Financial Consultant
A Chartered Financial Consultant has not only completed educational courses, but also possesses practical experience in key topics such as estate planning, employee benefits planning, asset protection planning, income tax planning, and more. This allows them to give reliable financial advice from a holistic approach.
Chartered Life Underwriter
The CLU designation indicates specialization and in-depth knowledge in life insurance and estate planning. It provides modern expertise in practical, legal, and ethical aspects of life insurance and estate planning to tackle each unique situation.
Retirement Income Certified Professional
RICPs help retirees and near-retirees use the assets they have accumulated for retirement sustainably. They specialize in creating distribution plans that allow retirees to live comfortably within a realistic budget and not run out of money prematurely.
Wealth Management Certified Professional
Issued by the American College of Financial Services, this designation educates professionals on strategies for investment management, tax planning, and risk management.