At Tiller Private Wealth, we believe clients deserve guidance that is thorough, thoughtful, and grounded in the highest standards of financial planning. One way we demonstrate that commitment is through the presence of Certified Financial Planner™ professionals on our team.
The CFP® designation is highly regarded in the field of personal financial planning. Earning this certification requires candidates to complete a rigorous, multi-year process that includes extensive coursework, a comprehensive exam, and ongoing ethical and continuing education requirements. CFP® professionals are trained across core areas of financial planning: retirement, tax, estate planning, insurance, investments, and cash flow; equipping them to provide well-rounded, integrated advice.
What sets CFP® professionals apart is their ability to take a holistic view of a client’s financial life. Rather than focusing on a single goal or product, they work collaboratively with clients to align decisions with long-term objectives, personal values, and evolving life circumstances. It’s an approach that emphasizes clarity, confidence, and long-term success.
We are proud to have several CFP® professionals who bring this level of care and discipline to the families we serve. Our team members who hold the CFP® certification include Linda Yeager, James Beenders, Matthew Short, and Justin Clark. Each brings their own experience and perspective, united by a shared commitment to high-quality planning and client trust.
Their work spans everything from guiding clients into retirement with well-structured plans, to supporting younger professionals as they build a strong financial foundation. Across the board, our CFP® professionals value education, collaboration, and making financial planning feel accessible and meaningful.
As we continue to grow, this certification will remain an important part of how we support clients through every stage of their financial lives and help empower them to make confident financial decisions.