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Our Team

Our firm encompasses individuals with extensive expertise and experience who work together in teams to serve our clients’ needs.

The Wealth Management Team provides analysis and advice to our clients on an ongoing basis through regularly scheduled meetings and as planning opportunities arise between meetings. The Investment Management Team focuses on the market research and investment analysis required to create investment portfolios that are appropriate for the needs of each client. The Internal Operations and Client Services Team assist both clients and internal staff with scheduling needs and the daily operations and services of our firm. Each of these teams works closely with the principals to ensure that Accredited Investors consistently exceeds client expectations.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
There’s more to our staff than certifications and publications. Visit our Leadership page to learn about the people behind the names.
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