Our Designations

Michael Natzic and Katy Ehlers both hold the Certified Wealth Strategist® designation. The knowledge gained from this course work helps professionals place client issues in the context of a wealth management strategy.

The Certified Wealth Strategist® (CWS®) mark is granted by the Cannon Financial Institute. The program utilizes a blended learning approach that includes self study, instructor-led training and a capstone project. The CWS® provides a unique perspective on how to collaborate with clients and their other financial professionals. It is a holistic practice management program that provides a practical and action-oriented perspective to identifing and meeting clients' wealth management opportunities.