Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and social security, estate, and business planning
Has an MBA from Plymouth State University
Holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant®(ChFC®) designations
Has prior experience as a senior advanced marketing and sales development consultant at Life Marketing; has also worked at Western and Southern Financial Group, Lafayette Life Insurance Company, Lincoln Financial Group, and Jefferson Pilot Insurance Company
