Qualifications
EDUCATION
- Bachelor of Science in Mathematics and Statistics, Miami University, 2001
PROFESSIONAL DESIGNATIONS AND CERTIFICATIONS
- CFP® - Certified Financial Planner™ Practitioner from the Certified Financial Planner Board of Standards, 2012
- AWMA® - Accredited Wealth Management Advisor from the College for Financial Planning, 2008
- CMFC® - Chartered Mutual Fund Counselor from the College for Financial Planning, 2004
- ChFC®- Chartered Financial Consultant™, designation from the American College
REGISTRATIONS
- Series 6 license
- Series 7 license
- Series 24 license
- Series 63 license
- Series 65 license
- State Insurance - Accident and Health
- State Insurance - Life
- State Insurance - Variable Annuity
06/18