Captrust
Certified Financial Planner  Practitioner
Morton Wealth Management Llc May 2017 - Jul 2018
Certified Financial Planner  Practitioner
Strategic Partners, Inc. Feb 2014 - Apr 2017
Financial Advisor
Vistar, A Pfg Company Feb 2001 - Jan 2014
President, Operating Company
Education:
George Mason University 1994 - 1996
Master of Business Administration, Masters, Finance
Shippensburg University of Pennsylvania 1988 - 1990
Bachelors, Bachelor of Science In Business Administration, Marketing
Penn State University 1986 - 1988
Cumberland Valley High School 1982 - 1986
Certifications:
Nce5, Nama Certified Executive Ccs, Certified Coffee Specialist