North Carolina State University 1992 - 1998
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CFA, Certified Financial Advisor
Skills:
401K Rollovers Strategic Financial Planning Iras Retirement 401K Fixed Annuities Series 7 Retirement Planning Wealth Accumulation Investment Strategies Asset Allocation Long Term Care Estate Planning Uniform Combined State Law Mutual Funds Wealth Small Business Portfolio Management Financial Planners
Interests:
Photography Landscaping Woodworking Spending Time With My Family