Qualifications

• Bachelor of Science in Mathematics and Statistics, Miami University, 2001

• 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

• 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

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