Qualifications
Experience
Over 30 years of experience in the securities industry since being FINRA registered in 1982.
Professional Designations
I have completed the Accredited Wealth Manager Program; a professional designation specifically designed for RBC Wealth Management in partnership with the Academy of Multidisciplinary Practice Inc. and the Estate and Wealth Strategies Institute at Michigan State University. This exclusive program builds on the fundamentals of wealth management-our methodology for helping you accumulate, protect, enjoy and transfer your wealth-with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives.
