Credentials
- Chartered Retirement Planning Counselor (CRPC®) conferred by College for Financial Planning
- Series 7, 65 Licenses (held through LPL Financial)
- Life and Health Insurance Licenses (held through LPL Financial)
Work-related Experience
- 26 years of financial services experience
Specialty
- Comprehensive Wealth Management
Professional and Community Affiliations
- Little Light House | Past President, Board of Directors