Credentials
In order to be a leader in my field and to continue to develop my professional skills I regularly attend industry training and certification programs. These include completing the curriculum and passing the rigorous exams for the:
- Accident and Health/Life License: Enables me to offer insurance products to help protect your lifestyle and family.
- Series 6: A Variable Contracts Representative Exam, it qualifies me to transact mutual funds, variable annuities and insurance products.
- Series 63: A Uniform Securities Agent State Law Examination, it qualifies me as a Securities Agent.
- Series 65: A Uniform Investment Advisor State Law Examination, it qualifies me as an Investment Advisor Representative.
- Series 7: The General Securities Representative Exam, commonly referred to as the Series 7 or Stockbroker Exam. I am licensed as a Registered Representative which qualifies me to provide investment products.
CLTC PROFESSIONAL DESIGNATION (Certified in Long Term Care)
CLTC Professionals are provided the information and training needed to offer guidance to families on a range of issues including home care, assisted living, nursing homes, social services, taxes, law and most important, what will pay for these resources.
LUTCF PROFESSIONAL DESIGNATION: (Life Underwriter Training Council Fellowship).
This was a multi-year course offered by the American College which included courses in Foundations of Retirement & Estate Planning, Essentials of Annuities & Business Insurance as well as Ethics for Financial Professionals.
Educational Background
- BBA University of Wisconsin-Madison
- MBA University of Wisconsin-Madison
- Graduated with Distinction
- Member of Honors Convocation
The goal of the Corporation for Long Term Care Certification, Inc. is not to teach students how to sell products but rather how to help solve a client's long-term care needs.