Broker Check

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