Verified Qualifications
Professional Credentials
The Q Companies team includes attorneys, CPAs, and financial advisors holding professional designations from leading national and international organizations. Every credential listed below can be independently verified.
Professional Designations
Each designation represents years of specialized study, examination, and continuing education.
Trust & Estate Practitioner
Craig S. Redler
The TEP designation is the highest international standard of expertise in trust and estate planning. Awarded by the Society of Trust and Estate Practitioners (STEP), there are fewer than 2,500 TEP holders in the United States out of 21,000 worldwide across 95 countries. TEP holders must complete 25 hours of continuing professional development annually.
Requirements
Rigorous examination process, demonstrated expertise in trusts and estates, minimum years of professional experience, and 25 hours of annual continuing professional development.
Issued by: Society of Trust and Estate Practitioners (STEP)
Verify independentlyJuris Doctor
Craig S. Redler
The Juris Doctor is the professional graduate degree in law required to practice as an attorney in the United States. Craig S. Redler earned his J.D. from Washington University School of Law and is licensed to practice in California and Illinois.
Requirements
Three-year graduate law program, passage of state bar examination(s), and ongoing continuing legal education requirements.
Issued by: Washington University School of Law
Certified Public Accountant
Mark Nathanson, Morris Chubb
The CPA license is the gold standard for accounting professionals, requiring rigorous examination across auditing, financial accounting, regulation, and business concepts. Two Q Companies CPAs bring a combined 75+ years of experience in public accounting, trust taxation, fiduciary compliance, and financial governance.
Requirements
150 credit hours of education, passage of the four-part Uniform CPA Examination, supervised experience, and ongoing continuing professional education.
Issued by: State Board of Accountancy
Accredited Investment Fiduciary
Christian Ramsey
The AIF designation certifies that an investment professional has met the fiduciary standard of care for managing client assets. Christian Ramsey holds this designation with over 20 years of experience as a licensed financial advisor, serving as both 1031 Exchange Accommodator and RIA Manager.
Requirements
Completion of AIF training program, passage of the AIF examination, adherence to the fiduciary standard of care, and ongoing continuing education.
Issued by: Fi360 (a Broadridge company)
Verify independentlyChartered Life Underwriter
William "Bill" Hassler
The CLU is one of the most respected designations in the insurance and financial planning industry, requiring mastery of advanced life insurance, estate planning, and wealth transfer strategies. Bill Hassler has held this designation for over 40 years, specializing in the Nelson Nash Infinite Banking Concept.
Requirements
Completion of eight college-level courses covering insurance planning, estate planning, and wealth transfer, plus three years of professional experience and ongoing ethics requirements.
Issued by: The American College of Financial Services
Chartered Financial Consultant
William "Bill" Hassler
The ChFC designation represents comprehensive financial planning expertise that goes beyond the CFP scope, covering advanced estate planning, business planning, and special needs planning. The curriculum requires more courses than any other financial planning designation.
Requirements
Completion of eight college-level courses (three more than CFP), three years of professional experience, adherence to a professional code of ethics, and ongoing continuing education.
Issued by: The American College of Financial Services
Certified Tax & Business Advisor
Kevin Brunner, Trevor LaParl, Matt Nye
The CTBA certification validates expertise in tax optimization strategies and business advisory services. Three members of Q Companies leadership hold this designation, ensuring that tax planning guidance comes from professionals with demonstrated competency in tax code application and business strategy.
Requirements
Completion of certification program covering tax planning, business advisory, and financial strategy, plus demonstrated professional experience.
Issued by: National Society of Accountants
Featured: Craig S. Redler, Esq., TEP
The only US attorney who lived in the Cook Islands to work in the fiduciary industry. Craig serves as legal counsel for Q Companies trust structures, bringing international fiduciary experience that few attorneys in the United States can match.
State Bar Admissions
- California State Bar
- Illinois State Bar
- Missouri State Bar
Federal Court Admissions
- U.S. District Court, Eastern District of Missouri
- U.S. District Court, Southern District of Illinois
- U.S. Court of Appeals, 8th Circuit
Board Memberships & Affiliations
Society of Trust and Estate Practitioners (STEP)
Board Member, Orange County California Chapter — Former Chairman of the Board
Justine Peterson Housing Corporation
Advisory Board
The Mike Jones Foundation
Advisory Board
Education
Juris Doctor (J.D.)
Washington University School of Law
B.S./B.A.
University of Missouri, Columbia