Our Mission: To help empower our clients to fulfill their dreams and inspire them to make a greater impact in the lives of their families and community.
Bachelor of Science in Finance, Minnesota State University
FINRA Series 7 - General Securities Representative Examination
FINRA Series 66 - Uniform Combined State Law Examination
FINRA Series 24 - General Securities Principal Examination
Bachelor of Science Business Finance, Minor Mathematics Ramapo College
CERTIFIED FINANCIAL PLANNER™ practitioner
FINRA Series 7 -General Securities Representative Examination
FINRA Series 66 -Uniform Combined State Law Examination
General Lines - Life, Accident and Health - Pennsylvania
Bachelor of Science in Business Administration, Susquehanna University
FINRA Series 55 - Equity Trader Examination
General Lines -Life, Accident and Health - Pennsylvania
Master of Science in Consumer Science, Purdue University West Lafayette
Bachelor of Arts in Merchandising Management, Michigan State University East Lansing
Bachelor of Science in Finance, Coastal Carolina University
Bachelor of Science in Business Management, Bloomsburg University
Bachelor of Business Administration, Major in Finance & Marketing, University of Wisconsin-Milwaukee
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