We are your partner in every sense of the word. Your success is our success.

Our Team

Consider everyone on our team of advisors as your partner.

Our financial expertise is the bedrock of our practice and your success. Our team members strive to be experts in their craft, exemplified by our numerous professional designations.

Accreditations


7

Seven advisors at the firm are CERTIFIED FINANCIAL PLANNER™ professionals.


5

Five members of our team hold Master’s Degrees.




4

Four members of our team hold the Chartered Financial Analyst® designation.



3

Three advisors are Certified Public Accountants (CPAs).




3

Three of our advisors hold the Chartered Market Technician® (CMT®) designation.


2

Two advisors are
attorneys (JDs).



1

One advisor holds the Certified Trust & Fiduciary Advisor (CTFA) designation.



1

One advisor holds the Investment Adviser Certified Compliance Professional® designation.

We invite you to learn more.

 

Our entire organization is here to support you.

Each member of the Blue Chip Partners’ staff shares the same goal: To work collectively to help you get the most life out of your wealth.

 
 

Our entire organization is here to support you.

Each member of the Blue Chip Partners’ staff shares the same goal: To work collectively to help you get the most life out of your wealth.

 

Your Advisory Team

Senior Management & Operational Support

Client Services