Acorn Wealth Partners Jul 2015 - Jul 2017
Accredited Investment Fiduciary | Retirement Plan Consultant | Investment Advisor Representative
Retire Cents Jul 2015 - Jul 2017
Retirement Plan Consultant
First Capital Equities Limited Jul 2015 - Jul 2017
Executive
Special Planning Jan 2004 - Jul 2013
Partner
Grandview Asset Management 2004 - Jul 2013
Partner
Education:
Susquehanna University 1997 - 2000
Susquehannock High School
Skills:
Series 7 Series 66 Series 24 Retirement Plan Consulting Qualified Retirement Plans Aif Qpfc 401K 401K Rollovers Retirement Solutions Retirement Planning Life and Health Insurance Licenses
Interests:
Connecting With People Spending Time on the Water Running Biking on the Rail Trail
Certifications:
Aif - Accredited Investment Fiduciary Qualified Plan Financial Consultant (Qpfc) Fi360 National Association of Plan Advisors (Napa)
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