Qualifications
I earned my Masters degree in Security Analysis and Portfolio Management from Creighton University. I also graduated cum laude from Creighton University with a bachelor of arts degree in theology, focusing on historical, doctrinal and liturgical studies. I am a member of Alpha Sigma Nu Jesuit University honor society, which is the highest honor bestowed on a student at a Jesuit University. Additionally, I am a Master of Security Analysis and Portfolio Management, a CERTIFIED FINANCIAL PLANNER™ professional, and I earned the Certified Investment Management Analyst designation from The Wharton School at the University of Pennsylvania. I passed the Series 3, 7, 9, 10, 63 and 65 FINRA exams and am also life and health insurance licensed.
In 2014, I was selected to be a member of the RBC Wealth Management Portfolio Focus – Portfolio Manager Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses. To qualify for the group, I demonstrated a commitment to designing and managing investment portfolios to help meet the individual needs of clients.
Personal
When I can find time I enjoy the outdoors with my son, Hudson Hince. I taught at Creighton University as an adjunct professor and serve on the Creighton University Graduate School board of advisors. I am an avid fly fisherman, hunter and competitive marksman.
