Extensive career with a demonstrated understanding of the financial services industry. Known for building strong long-term relationships, service, sales, public speaking and knowledge of investments and 401 (k). Earned the Chartered Retirement Planning Counselor designation, CRPC®, from the ...more

Extensive career with a demonstrated understanding of the financial services industry. Known for building strong long-term relationships, service, sales, public speaking and knowledge of investments and 401 (k). Earned the Chartered Retirement Planning Counselor designation, CRPC®, from the College for Financial Planning. Holds FINRA Series 2, Series 6, Series 7, Series 63 and Series 65 licenses.less