Location:
408 Peters Dr, Glenshaw, PA 15116
Industry:
Financial Services
Work:
Individual Financial Solutions
Financial Planner
Freedom Financial Corp. Feb 2001 - Dec 2015
Financial Planner
United States Air Force Reserves Jun 1990 - Oct 2008
Load Planner
Education:
Texas Christian University
Robert Morris University
Skills:
Retirement Planning
Retirement
Fixed Annuities
Estate Planning
Small Business
Wealth Management
Financial Planners
Insurance
Term Life Insurance
Financial Planning
Investments
Investment Advisory
Series 6
Life Insurance
Mutual Funds
401K
Wealth Management Services
Iras
Wealth
Strategic Financial Planning
Series 7
Disability Insurance
Long Term Care
Asset Allocation
Personal Financial Planning
Financial Services
Securities
Military
Financial Advisory
Customer Service
Team Building
Leadership
Series 66
Certifications:
Series 7
Series 66
Life, Accident, and Health Producer