Education & experience
I graduated from the University of Wisconsin - Stevens Point in 1985 and began my investment career with Dean Witter in 1988. Over the past 30 years I have honed my skills and experience at some of the nation's most respected financial institutions including: RW Baird, Banc One and Morgan Keegan. I have passed the Series 3, 4, 7, 8, 24, 62 and 65 securities exams. I have insurance appointments for life health and long term care. In addition, I hold the Accredited Investment Fiduciary (AIF) designation through the University of Pittsburgh.
