EXPERIENCE

As a Chartered Financial Consultant (ChFC), focus on the comprehensive financial planning process as an organized way to analyze information on a client's total financial situation. Since its inception in 1982, more than 41,000 men and women have met the educational, experience, and ethics mandates needed to earn the ChFC designation.

The Chartered Life Underwriter (CLU) represents five percent (5%)2 of those in the financial services. Assist with individual and business financial planning concerns such as selecting life and health insurance, estate planning, and retirement planning. There are extensive educational, experience, and ethical requirements.

• University of California, Santa Barbara, CA 1991 

  • Bachelor of Arts (BA)

• American College, Bryn Mawr, PA 2001

  • Chartered Financial Consultant (ChFC)

• American College, Bryn Mawr, PA 2005

  • Chartered Life Underwriter (CLU)

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