Randi Zahm Earns FPQP Designation
Randi Zahm Earns Financial Paraplanner Qualified Professional Designation (FPQP)
09/15/2022
We are thrilled to announce that Randi Zahm, Director of Operations, has earned her Financial Paraplanner Qualified Professional Designation. In earning this designation, Randi went through extensive coursework in Financial Planning which she will use in her dual role of helping our clients acheive their financial goals and ensuring the firms operations are continually evolving and improving.
“This new designation shows Randi's commitment to both our clients and her own development. It is vital that everyone on our team continue to pursue learning and developing new skills and expertise in order to provide the best possible advice and guidance for our clients. Randi is a great example of this commitment. ” said Jason Koptish, Managing Partner.