Please join us in congratulating George Hein, Director, Client Services on earning the Trust and Estate Practitioner (TEP) designation from the Society of Trust & Estate Practitioners (STEP).

The TEP designation distinguishes recognized experts who have a combination of proven qualifications and experience, including significant involvement with planning, creation, management of and accounting for trusts and estates and related taxes.

“We are proud to recognize George’s continued commitment to professional excellence. In addition to recently earning his Certified Trust and Fiduciary Advisor (CTFA) designation, he now also holds the globally recognized Trust and Estate Practitioner (TEP) designation. Together, these achievements underscore his dedication to delivering exceptional service to our clients and advancing the high standards of our profession.”
— Amanda Mohnk, Managing Director

Congratulations, George!