Qualifications

Education

• Bachelor of Science in Mathematics and Statistics, Miami University, 2001

Professional Designations & Certifications

• CFP® - Certified Financial Planner™ Practitioner from the Certified Financial Planner Board of Standards, 2012
• AWMA® - Accredited Wealth Management Advisor from the College for Financial Planning, 2008
  
• ChFC®- Chartered Financial Consultant™, designation from the American College

Registrations

• Series 6 license
• Series 7 license
• Series 63 license
• Series 65 license
• State Insurance - Accident and Health
• State Insurance - Life
• State Insurance - Variable Annuity

Securities licenses held through LPL Financial