Overview
20-Years Professional Expertise in:
- Financial & Estate Planning
- Asset Management & Investment Advice
- Discovery & Fact Finding
- Conceptual Modeling & Teaching
- Charitable Giving Strategies
Education
- Illinois State University, Bachelor of Arts - International Business
- College for Financial Planning
In the community
Professional Designations
- Certified Financial Planner€ž? (CFP®), CFP Board of Standards
- Accredited Investment Fiduciary (AIF®) , fi360 - The Center for Fiduciary Studies
- Accredited Asset Management Specialist (AAMS®), College for Financial Planning
- Certified Fund Specialist (CFS®), Institute of Business & Finance
- Fellow, Life Management Institute, LOMA