- -Retirement Planning
Funds Used With Clients
Firm Client types
|Siu Credit Union||10 years, 3 months||Jan 2010 - Present|
|LPL Financial LLC||12 years, 4 months||Dec 2007 - Present|
Designations & Memberships
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.