As a financial professional with Equitable Advisors, I am dedicated to helping individuals and businesses plan for and build their financial futures.
To stay on top of my field and develop my professional skills over my 20-year career, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Life Underwriter Training Council Fellow (LUTCF)
- Million Dollar Round Table Member (MDRT)
- Retirement Income Certified Professional (RICP)
- FINRA Securities Registration: Series 6, Series 7, Series 63, Series 65 and Series 24
My academic achievements include:
- A Bachelors of Science Degree in Business Administration from the University of Kansas
- A Bachelors of Arts Degree in Economics from the University of Kansas
My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of Equitable Advisors, and an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.
