Bowling Green State University - BSBA International Business/Finance
MBA University of Toledo
Certified Financial Planner (CFP®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Buncombe and Madison County
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Tolerance
Education & Certifications
Bowling Green State University - BSBA International Business/Finance
MBA University of Toledo
Certified Financial Planner (CFP®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Long Term Care Insurance License