Plante Moran Financial Advisors
Manager, Wealth Management
Plante Moran Financial Advisors
Senior Advisor, Wealth Management
Plante Moran Financial Advisors Jan 2014 - Jun 2016
Advisor, Wealth Management
Plante Moran Financial Advisors Jun 2013 - Aug 2013
Financial Advising Intern
Treadstone Funding Jun 2012 - Aug 2012
Marketing Assistant and Intern
Education:
University of Notre Dame 2011 - 2013
Bachelors, Bachelor of Arts, Economics
University of Chicago 2011
Bachelors, Bachelor of Arts
University of Chicago 2010 - 2011
University of Chicago Football 2010
Grand Rapids Catholic Central High School 2006 - 2010
Skills:
Financial Planning Economics Analytics Accounting Data Analysis Asset Management Microsoft Office Microsoft Word Microsoft Excel Investment Advisory Services
Interests:
Children
Certifications:
Series 65 License - Uniform Investment Adviser Law Examination State of Michgan Cfp®
Jeffersontown Elementary School Jeffersontown KY 1956-1959, H. W. Wilkey Elementary School Leitchfield KY 1965-1976, Portland Christian High School Louisville KY 1980-1990, Watterson Elementary School Louisville KY 2000-2003