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)