Broker Check

Industry Experience

LPL Financial:
     CPFA, Certified Plan Fiduciary Advisor Apr 2016 – Present
     CEFEX, achieved in combination with LPL Financial, LLC. Jun 2015 – Present
     Accredited Investment Fiduciary - AIF®, Financial Advisor Jul 2009 – Present

Morgan Stanley Smith Barney:
     Certified Financial Planning Specialist, Retirement Plan Advisor Nov 2005 - Jul 2009

Legg Mason:
     Financial Advisor Sept 1998 - Nov 2005

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