Jordan Shaw Passes Examination Requirement for Certified Financial Planner™ Professionals

Please join us as we congratulate Jordan for successfully passing the examination requirement on his journey to becoming a Certified Financial Planner™ (CFP®) professional. To ultimately be awarded this designation, an individual must complete an instructor-led program of study, pass a certifying examination, and meet the work experience, ethics and continuing education requirements. The CFP® designation indicates a comprehensive understanding … Read More

Kimmo Abbasi Joins APS

Kimmo Abbasi joined APS in December 2018 as an Estate Planning and Trust Administration Specialist with the Estate Planning Team. He is a cum laude Juris Doctor graduate of New York Law School, and a graduate of Rutgers University, where he received a BA in economics.  Kimmo’s post-graduate education includes an LLM degree in taxation from Georgetown University School of … Read More

Jordan Shaw Joins APS

Jordan Shaw joined APS in June 2018 as a Wealth Management Project Specialist on the Operations Team. Jordan is a summa cum laude 2018 graduate of Liberty University, where he received a Bachelor of Science in Business Administration/Financial Planning. Jordan showcased his talents in 2017 as APS’ summer intern and we believe proved himself to a valuable future asset to … Read More

Obituary: Sandra Bleeker, staff member

We are profoundly saddened by the passing of Sandra Bleeker, who was a previous APS staff member and a friend to many. Sandra worked with APS as a part-time Administrative Assistant from 2014 to 2017, where her bright smile and friendly demeanor were always a warm welcome to both our clients and our staff.  She was a hard worker and … Read More

APS adds email-to-text Capabilities for Timely Client Contact

In early 2018, APS began beta-testing email-to-text functionality with a small group of clients.  This new capability is meant to help us make relatively urgent contact with you in a non-invasive manner, as well as to deliver other information to you in a timely manner. Beginning in June of 2018, we are offering this to all clients at your individual … Read More

APS Thanks Clients for Participating in WorldWatch XXIV!

On Thursday, April 19, APS hosted 85 clients in our twenty-fourth installment of WorldWatch at PineCrest Country Club. Our theme was “Be Prepared”. Various staff members presented topics related to the capital markets, US and global economy, health care technology innovations, APS technology reviews, the 2017 Tax Cut and Jobs Act, and numerous estate planning probate avoidance concepts. APS also … Read More

Erik Morris Earns Investment Adviser Certified Compliance Professional (IACCP®) Designation

Please join us in congratulating Erik for successfully completing the educational program to become an Investment Adviser Certified Compliance Professional! The Investment Adviser Certified Compliance Professional® (IACCP®) designation is awarded to knowledgeable, experienced individuals who complete an instructor-led program of study, pass a certifying examination, and meet its work experience, ethics and continuing education requirements. The designation signifies knowledge of … Read More

Zahia Dolenti Earns Certified Estate and Trust Specialist (CES™) Designation

Please join us in congratulating Zahia for successfully completing the educational program to become a Certified Estate and Trust Specialist! The program consisted of coursework and a “final exam” Case Study in which the application of book knowledge is applied to a real life situation. APS’ Estate Planning Department now has Darlene Palmer and Zahia Dolenti holding the CES™ designation, … Read More

Erik Morris Promoted to Chief Compliance Officer

In addition to his responsibilities as Director of Operations, Erik will become the firm’s CCO in early 2018. This role is being transferred to Erik from our current CCO, Rick Volpe, who has served in that capacity for the past 2 years. The CCO for a Registered Investment Advisory firm like APS plays a crucial role in fostering integrity in … Read More