Licenses and Certifications:
- Life and Health Insurance Agent
- Series 6 Investment Company Products/Variable Contracts
- Series 63 Uniform Securities Agent State Law Examination
- Series 65 Uniform Investment Advisor
- Series 7 Investment Advisor Representative
- Insurance and Securities Licensed In: Pennsylvania, Texas, New Jersey, Maryland, and Delaware
Education:
- Pennsylvania State University, State College, PA
- Bachelor of Science in Business Management/Finance; May 2008
Professional History:
- 1847Financial – Financial Advisor (2016 – present)
- Independence Wealth Strategies – Financial Advisor (2010- 2016)
- Krazy City Amusement Center- General Manager (2008-2010)
Past and Present Professional Organizations and Committees:
- 2011, 2012, and 2015 MetLife Leaders conference qualifier
- 2010 MetLife Rookie Advisor of the year