Nevius obtains CFP designation

CHARLESTON -- Briana Nevius, CFP, at Wells Fargo Advisors in Charleston has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the Certified Financial Planner and CFP certification marks in accordance with CFP Board certification and renewal requirements. Ms. Nevius has worked at Wells Fargo Advisors since 2013.

The CFP marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP, Certified Financial Planner, and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 76,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

Daniell named managing partner of West & Company, LLC

MATTOON -- Brian E. Daniell has been named Managing Partner of West & Company, LLC.

Mr. Daniell is a native of Mattoon and a graduate of Eastern Illinois University. He joined the firm on Feb. 1, 1983.

Mr. Daniell had previously served as the Partner-in-Charge of the firm’s Accounting & Auditing Department and as the firm’s Director of Quality Control. He also served on the firm’s Executive Committee.

West & Company, LLC is a full service accounting firm with an emphasis in accounting and auditing, income tax preparation, bookkeeping and payroll services, employee benefit plan services, and estate and financial planning.

The firm was founded in 1968 and has grown to become a regional accounting firm with offices in Champaign, Edwardsville, Effingham, Greenville, Mattoon and Sullivan and has approximately 70 employees. They have been designated a G-400 firm by the American Institute of Certified Public Accountants (AICPA).

Angry
0
Sad
0
Funny
0
Wow
0
Love
0

Load comments