Licenses and Certifications:
- Life and Health Insurance Agent
- Series 6 Investment Company Products/Variable Contracts
- Series 63 Uniform Securities Agent State Law Examination
- Chartered Financial Consultant (ChFC®)
- Investment Advisor Representative
- Insurance and Securities Licensed in: AZ, CA, GA, FL, MA, NJ, and PA.
Professional History:
- 1847Financial – Financial Advisor (2013 – Present)
- General Dynamics – Senior Engineer (2008 – 2011)
- TeraVision – Optical Technician (2007 – 2008)
- Steward Observatory Radio Astronomy Laboratory – Research Assistant (2004 – 2008)
Past and Present Professional Organizations and Committees
- Blue Bell Rotary
- Montgomery County Youth Aid Panel Member
- Alex’s Lemonade Stand Foundation Volunteer Committee Member
- Cadence Racing PHL Road Team
- Women in Financial Services (WIFS) Member
- Boy Scouts of America – Eagle Scout