Education:

  • University of Michigan (BA-2003)

Licenses: 

  • Series 65 (Fiduciary Investment Adviser Representative)

  • Life/Health Insurance 

Professional Credentials:

  • Registered Financial Consultant (RFC)

  • Retirement Income Certified Professional (RICP) 

  • Financial Service Certified Professional (FSCP)

  • Fraternal Insurance Counselor Fellow (FICF)

  • Certified Financial Fiduciary (CFF)

Professional Organizations:

  • National Association of Insurance and Financial Advisors (NAIFA)

  • Independent Association of Registered Financial Consultants (IARFC) 

  • General Agents and Managers Associations (GAMA) 

  • Millionaire Dollar Round Table (MDRT)

 

 

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