Importance of Credentials

Committed to being the premier provider of trusted financial solutions.

Most investment planners are merely required to be licensed. At SNBT we strive for excellence, which means having the most experience and education under our belts. Our Retirement Experts voluntarily submit to a rigorous certification process that includes demanding education, examination, experience, and ethical requirements.

Higher education expands our primary goal of having the most qualified professional team focused on your interests and ensuring you meet you life goals. We make it a priority to go above and beyond to ensure we are providing you with superior advice and personalized service.

Credentials

This number of credentialed financial advisors is unmatched in our region, setting SNBT apart for delivering world-class investment solutions.

  • 7 Certified IRA Services Professionals (CISP)
  • 9 Certified Trust & Financial Advisors (CTFA)
  • 3 Certified Financial Planner™ Professionals
  • Paul Aftanas, CFP® • Sam Hofer, CFP® • Michael J. Kolasa CFP®
  • 2 Attorneys
  • 1 Chartered Life Underwriter® (CLU®) Professional
  • 1 Accredited Investment Fiduciary
  • 1 CFA Charterholder (Chartered Financial Analyst)
  • 1 Chartered Advisor of Philanthropy (CAP)

Helping You Achieve Your Financial Vision

Hear from local business owners and their experience with The Retirement Experts®