Lucas Group Financial Advisors
Investment Advisor Representative
Axa Advisors Aug 2014 - Feb 2018
Financial Professional
Dixon Public Library May 2011 - Aug 2012
Summer Reading Program Assistant
Lucas Group May 2011 - Aug 2012
Financial Advisor
Education:
University of Wisconsin - Whitewater 2010 - 2014
Bachelors, Bachelor of Business Administration, Finance
University of Wisconsin 2010 - 2014
Bachelors, Bachelor of Business Administration, Business Administration, Finance
Richmond, the American International University In London 2013 - 2013
Dixon High School 2006 - 2010
Skills:
Retirement Planning Insurance Services Investment Services Education Planning Strategies Long Term Care Planning Strategies
Interests:
Volleyball Traveling Bowling Photography
Certifications:
Series 7 Life and Health Insurance Licenses Series 66 Financial Industry Regulatory Authority (Finra) Illinois Department of Insurance