Education
- M.B.A., Finance, Ellis College
- Series 6, 7, 63 and 66 registered with Securities America
- Life, Health, Disability and Credit Life Insurance licensed
- LUTCF (Life Underwriter Training Council Fellow)
- CFP® (Certified Financial Planner™) certification
Career Highlights
- Financial services industry, 1999-present
Membership
- Rotary
- National Association of Insurance and Financial Advisors
For immediate assistance, please contact one of our Wealth Management Administrators.