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Awards & Designations

2016 Small Business Award

2016 Small Business of the Year

St. Charles Regional Chamber

Presented May 6, 2016

As part of National Small Business Month, the St. Charles Regional Chamber and its community partners take the opportunity to highlight the impact of outstanding entrepreneurs, small business owners, and small businesses that lead the way in 6 key areas of business excellence.

Judges comprised of previous Small Business of the Year recipients blindly review and score applications based on Business Growth, Management & Human Capital, Community Involvement, Marketing, Intangible Considerations, & The Why. Nominations are narrowed down to three Finalists. The Finalists are recognized and the award recipient is named at the Small Business of the Year Awards Luncheon.

"In recognition of your service and dedication to the community."

Our office is designed to help our clients and we pride ourselves on gaining more knowledge to better help you. 

Certified Financial Planner<sup>&#174;</sup>

Certified Financial Planner®

Our team works to create plans that are tailored to your needs and goals.

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Certified Fund Specialist<sup>&#174;</sup>

Certified Fund Specialist®

Provides valuable knowledge that allows our team to evaluate securities to configure portfolios. 

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Behavioral Financial Advisor<sup>&#8482;</sup>

Behavioral Financial Advisor

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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THINGS TO KNOW

Registered Investment Advisor (RIA)

Our advisory accounts are held with our RIA firm, Universal Financial Advisor. 

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CFP® CODE OF ETHICS AND STANDARDS OF CONDUCT

Our team adheres to the highest standards of ethics and conduct to provided by the CFP Board. 

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