- Graduate of the University of Kansas with a Bachelor of Science Degree in Business Administration.
- Securities Series 7, 63, and 65 licensed.
- CERTIFIED FINANCIAL PLANNER™ - The CFP® mark helps identify a practitioner as a planner who has met rigorous standards of competency and ethics, thus differentiating oneself in the profession.
- Written numerous articles regarding Qualified Retirement Plans.
- Registered Representative of Ameritas Investment Corp, Inc.
- Member of the National Association of Insurance and Financial Advisers.
- Formerly Director at Constellation Power Source, Inc., in the Trading/Portfolio Management group.
- Formerly Trader Aquila, Inc. – Portfolio Management.
- More than 9 years experience trading and risk management in commodity futures and options.
- Registered Investment Advisor Associate of Ameritas Investment Corp.
- Member of the Saint Joseph Area Chamber of Commerce.