Bachelor of Science, Virginia Tech
Life Insurance License
Long Term Care Insurance License
Licenses & Registrations
FINRA Series 6 – Investment Company and Variable Contracts
FINRA Series 7 – General Securities Representative Exam
FINRA Series 63 – Uniform Securities Agent State Law Exam
FINRA Series 65 – Uniform Investment Adviser Law Exam
Areas Served
Arbovale, WV
Clifton Forge
Harrisonburg
Lewisburg, WV
Marlinton, WV
Roanoke
Salem
Staunton
White Sulphur Springs, WV
Focus Areas
Asset Allocation
Education Planning
Financial Planning
Retirement Planning
Risk Tolerance
Education & Certifications
Bachelor of Science, Virginia Tech
Life Insurance License
Long Term Care Insurance License
Licenses & Registrations
FINRA Series 6 – Investment Company and Variable Contracts
FINRA Series 7 – General Securities Representative Exam
FINRA Series 63 – Uniform Securities Agent State Law Exam
FINRA Series 65 – Uniform Investment Adviser Law Exam
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
South Western Virginia
Focus Areas
Asset Allocation
Financial Planning
Insurance Planning
Retirement Planning
Risk Management
Education & Certifications
Roanoke College, BS Biology
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
