CERTIFIED FINANCIAL PLANNER™

Phone: 605-225-0104

Fax: 605-226-5325

Education: 

• 1987 – University of Mary – Bachelor of Science
• 1990 – Received CERTIFIED FINANCIAL PLANNER™ certification

Professional Credentials:

• Series 7 General Securities Representative *
• Series 63 Uniform State Law registrations *
• Series 65 *
• Series 24 General Securities Principal *
• Life & Health Insurance license
• 1987 – 2017: Registered Representative with Investment Centers of America, Inc.
• 2017 – Present: Registered Representative with LPL Financial
• 1990 – Received CERTIFIED FINANCIAL PLANNER™ certification
• CERTIFIED FINANCIAL PLANNER™ professional

* Registrations are held through LPL Financial