Sii Investments Jun 1998 - May 2003
Investment Representative
Sagepoint Financial Jun 1998 - May 2003
Investment Representative
Sii Investments Mar 1995 - Jun 1998
Director of Sales and Service
Edward Jones Dec 1992 - Mar 1995
Investment Representative
Education:
Morningstar University 2017 - 2019
Masters, Master of Arts, Leadership, Ministry
University of Wisconsin - Fox Valley 1989 - 1992
St. Thomas University 1988 - 1989
Skills:
Retirement Planning Strategic Financial Planning Licensed Life Insurance Agent General Securities Registered Representative General Securities Principal Financial Advisory Estate Planning Asset Allocation Asset Management Finra Financial Planners Financial Planning Investment Strategies Investments Life Insurance Mutual Funds Personal Financial Planning Securities Series 63 Series 7 Wealth Finance Fixed Annuities Personal Finance Insurance Retirement Wealth Management
Interests:
Children Wine Of Michigan Golfing Hiking Internet Purchasing
Portland Christian High School Portland OR 1991-1995
Community:
Mike Westbrook, Honey Hanson, Chris Patten, Jane Nicks, J Gross, Yuka Mitoma, Elizabeth Williams, Michelle Stanhope, Jack Johnson, Aaron Remsburg, Aaron Melfi