The American College 2000 - 2008
The American College of Financial Services 2005 - 2008
St. Mary's University 1995 - 1999
Bachelors, Bachelor of Arts, Bachelor of Business Administration, Corporate Finance, Financial Management, Accounting
Skills:
Certified Financial Planner Cfp Wealth Management Independent Financial Advice 401K Estate Planning Retirement Planning Retirement Mutual Funds Asset Allocation Financial Advisory Investments 401K Rollovers Entrepreneurship Small Business Leadership Published Author Health Insurance Term Life Insurance Disability Insurance Long Term Care Financial Planner Personal Financial Planning High Net Worth Individuals Indexed Annuities Fixed Annuities Charitable Giving Legacy Giving Asset Management Index Funds Etfs College Education Planning 529 Plans Cash Management Budgeting Rollovers Fiduciary Group Insurance Dynamic Asset Allocation Retirement Plan Consulting Social Security Experienced Speaker Contributing Editor
Interests:
Social Services Children Economic Empowerment Outdoor Activities Reading Biking Activities
Certifications:
Accredited Investment Fiduciary (Aif) Certified Financial Planner (Tm) Chartered Financial Consultant (Chfc) Fi360 Cfp Board The American College of Financial Services