Advisor personal and Business Qualifications
Personal
- My passion is to help people to understand what they can do to leave their full time work behind. I am married with three kids. I attend North Haven Church. My hobbies are coaching, riding bikes, playing tennis and golfing.
- I am a coach at heart and I enjoy working with people. I coach football, basketball, soccer and baseball. There is a difference between coaching someone and providing guidance or teaching. Coaching is telling someone what to do. Guiding is teaching good options so someone can make more informed decisions. I coach sports but I provide financial guidance to clients.
Qualifications
- Sixteen years in the insurance and financial services industry. Achievements include:
- Chartered Life Underwriters (CLU) designation from the American College in Bryn Mawr, Pennsylvania
- Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania
- Bachelor of science, Business and Administration from the University of Kansas.
- Registrations in Securities offered through Voya Financial Advisors.
- Series 6- Investment Company/Variable Products Limited Representative
- Series 63- Uniform Securities agent State Law
- Series 65- Uniform Investment Adviser Law Examination
- Series 7- General Securities and Representatives exam (Stocks, Bonds, Options)
- State Registrations include: Florida, Minnesota, Nevada and Wisconsin
- Insurance Licenses
- Life-Accident and Health in the following states: Florida, Minnesota and Wisconsin
