OUR WHY: Inspire Confidence. Simplify Life. Reduce Stress.
20+ years experience with Ameriprise
Series 7, 65, 66
MD Life, Accident and Health
Bachelor of Music Education, Shenandoah University
Series 7 Exam
Bachelor of Science in Finance, Salisbury University, May 2019
CRPC™ Chartered Retirement Planning Counselor™
Securities Industry Essentials (SIE) Exam
Bachelor of Science in Finance, Siena College, May 2022
Associates Degree in Business, Essex Community College
BS in Human Services, Johnson University
BS in Business, Finance and Economics Concentration. Siena College, Class of 2023
BS in Finance and Economics. Minor in Accounting, SUNY Plattsburgh, Class of 2023
B.S in Business - Siena College - Expected Graduation May 2024
B.S in Finance - Siena College - Expected Graduation May 2023
B.S in Business Administration and Business Management, with a concentration in Finance - King's College - Expected Graduation May 2025
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