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Chartered Retirement Planning Counselor™ (CRPC®) Designation



We are proud to announce that Jeremy Eppley, CRPC®, APMA®, AIF® has earned his Chartered Retirement Planning Counselor™ (CRPC®) Designation!


Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.


We look forward to seeing Jeremy using his CRPC® Designation to continue to help our clients plan for retirement and meet their personal financial goals.


To always be better serving our clients' needs, our advisors look forward to continuing to educate themselves through the many wonderful certification programs available to financial professionals. We are excited to see what additional designations Jeremy will achieve in the future.

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