Accredited Estate Planner® Designation

We are proud to announce that Jeremy Eppley, AEP®, CFA, CFP®, CPWA®, MSFP, AIF®, APMA®, CBDA®, CRPC®, MPAS® has earned his Accredited Estate Planner® designation!

The AEP® certification is a graduate-level specialization designed to recognize educated, knowledgeable, experienced, and ethical professionals within the multi-disciplinary profession of estate planning. This designation embodies the ever-important values of NAEPC (National Association of Estate Planners & Councils) and the estate planning councils from across the country; collaboration; education; and the cultivation of multi-disciplinary relationships.