Greg Vaughn Becomes Certified Trust and Financial Advisor

February 20, 2017

At McGee, Hearne & Paiz, LLC (MHP) we believe in the value of relationships and take pride in our commitment to providing close, personal attention to our clients. Our investment of time and resources in continuing professional education (CPE) is one way for us to continue providing our clients with the quality service they deserve. Senior Tax Manager, Greg Vaughn, has recently used his continuing education to better serve MHP's tax clients.

Greg attended Cannon Trust School.  Cannon Trust School offers a three-part series in the technical competencies and skills required to perform complex trust administration responsibilities. Some topics are: Law, Taxation, Investments, Types of Trusts, Retirement Plans, Marital Planning and Administration. Greg started this three part course in October of 2015 and completed it in February 2017.  Greg attended schools in Atlanta, GA, Hilton Head, SC and at Pepperdine University in Malibu, CA.

Cannon Trust School has a relationship with the American Banking Association, so the attendees of Cannon Trust III have the opportunity to take the exam for the Certified Trust and Financial Advisor (CTFA) upon completion.  CTFA certification is the recognized standard of excellence for trust and wealth advisors. Earning this widely-respected certification lets your employer and clients know that you have a formally-acknowledged level of knowledge, skills and competence in your field.

While Cannon Trust School is separate from the CTFA exam, it is somewhat of a preparation course for the exam.  The exam encompasses topics from all three parts of the school, as well as topics that aren't covered, since Cannon does not know what will exactly be on the test. 

Sharing part of his experience Greg says, "I initially registered for Cannon Trust School I to get my CPE hours and broaden my understanding of trusts.  I quickly realized that I wanted to continue my education with Cannon due to their excellent teaching and knowledge in the field.  I feel like with the additional education and the certification, I will be able to better assist our clients with not only their tax needs, but also have a better understanding of their administration, legal and investment needs.  Over the course of the schooling, I have built many relationships around the country in many different fields."

Please join us in congratulating Greg Vaughn, CPA, CTFA, on his completion and successful testing with the Cannon Trust School. If you have any trust or wealth questions, please contact Greg at 634-2151.