Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
FINRA Series 7 License
MBA, Finance, Endicott College
B.S.B.A., Finance degree, University of Central Florida
B.S.B.A, 2022, Marketing, University of Central Florida
B.S.B.A, 2011, Finance, Walsh College of Business
FINRA Series 66 License
B.A., 2018, Economics, Fordham University, Bronx, NY
B.S., 2001, Marketing, University of Tennessee at Chattanooga
Arkansas Health & Life Insurance
B.S.B.A., 2021, Business Economics, Arkansas State University
Series 7
Bachelor of Arts, Communications from Western Illinois University, Macomb, IL
Bachelor of Business, Management, Western Illinois University, Macomb, IL.
Bachelor of Business with a concentration in Finance, Tarleton State University, Texas
Retirement Income Certified Professional, RICP
Series 9
Series 10
Series 63
Florida Agricultural and Mechanical University, Tallahassee, FL
Bachelor of Science (B.S.), Business Administration
Miami University, Oxford, Ohio, Bachelor of Science (B.S.) Political Science and Journalism, 2008.
Series 6
Series 66
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