Registered Representative | Investment Advisor Representative
(CRD#: 5489199)
Bio: Growing up in rural Southern Indiana, my family had very little financially, but my parents instilled in me a consummate work ethic. After serving our great nation in the United States Navy for 22 years, I retired from active duty with a desire to continue serving in some capacity. This yearning ultimately led me to the financial services industry in 2008 where I have been able help people better manage their money so they may take control of their finances and financial future.
Licenses & Education: Life & Health Insurance, and Series 6, 63, 65, & 26; Certificate in Personal Financial Planning, UCLA; MBA, University of Redlands; BS, Liberal Studies, Regents College.