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