Catawba College graduated 1990
BA in Business Administration with a concentration in Investing & Financial Planning
BA in History
Certified Financial Planner (CFP®)
Chartered Retirement Planning Specialist (CRPC®)
Chartered Mutual Fund Counselor (CMFC®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 63
Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Guilford and Rockingham County
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Management
Risk Tolerance
Education & Certifications
Catawba College graduated 1990
BA in Business Administration with a concentration in Investing & Financial Planning
BA in History
Certified Financial Planner (CFP®)
Chartered Retirement Planning Specialist (CRPC®)
Chartered Mutual Fund Counselor (CMFC®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 63
Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License