Qualifications

Being in the business for nearly 20 years, I am continuing to enhance my knowledge of the changes taking place in the financial marketplace.

My affiliations and professional networking enable me to call upon others in areas that my require additional expertise.



Credentials Include:
 

  • Graduate of Wright State University with a degree in Financial Services
  • Graduate of the College for Financial Planning distinguished                                             CFP® designation
  • Currently enrolled in The American College working towards the ChFC and CLU designations’
  • Currently working toward an MBA degree in Financial Planning
  • Licenses 7, 63, & 65 for securities through The O.N. Equity Sales Company
  • Licensed Health, Life and Annuities Agent
  • Active member of many local and national financial planning associations

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck