Press Release
Moore Colson Wealth Management Director Receives Chartered Retirement Plans Specialist Designation
Atlanta, Georgia (May 6, 2009) – Atlanta based Accounting firm Moore Colson, CPAs recently announced that Hollis Houk, Director – Wealth Management Services for Moore Colson, has successfully completed the CHARTERED RETIREMENT PLANS SPECIALISTSM or CRPS® Professional Designation Program.
Graduates of the CRPS® Professional Designation Program must complete a specialized independent study course that provides a foundation for giving retirement planning advice to corporations and small businesses. The course covers key issues involved in all phases of establishing retirement plans within businesses. The designation is awarded to students after they successfully complete the course, pass a final examination, and sign a code of ethics commitment and declaration form, which affords them the right to use the CRPS® mark.
“The CRPC® designation presents Moore Colson with another dimension of expertise and professionalism within our Wealth Management Practice. It also provides our clients and prospects with a level of expertise not found in every Financial Services Practice. We are very proud about Hollis’ latest designation and what it means for the practice”, says Jim Senkbeil, Managing Director of the Wealth Management Practice for Moore Colson.
Hollis joined Moore Colson Wealth Management in March, 2004 and brings to the table 20 years of financial experience, holding various registrations with LPL Financial, including Series 6,7,63, FINRA, Life, Health and Variable Contracts insurance licenses. At Moore Colson, Hollis is Director of the MCWM retirement plan program and Portfolio Manager for high net worth individual clients.
Prior to joining Moore Colson, Hollis was Vice President of Investments for The Robinson-Humphrey Company for over 11 years.
Most recently, Hollis was Vice President for Wachovia Securities where he coordinated a group of investment consultants working with the financial planning needs for business banking clients. Hollis also managed and executed customized financial plans for investment portfolio allocation, retirement, insurance, business succession and estate planning.
Hollis is a graduate of the University of Georgia, Athens, Georgia, with a B.B.A., Finance.
Voted one of America’s Top 25 firms by Inside Public Accounting (IPA) Moore Colson is a full-service accounting and consulting firm located in Atlanta, Georgia, providing tax, assurance, management consulting, investment planning and management, estate and financial planning, real estate and IT audit consulting services. Moore Colson, founded in 1981, serves clients throughout Atlanta and the southeastern United States. For more information about Moore Colson, call 770-989-0028 or visit www.moorecolson.com.
Securities offered through LPL Financial, Member FINRA/SIPC