CERTIFIED FINANCIAL PLANNER™
Investment Advisor Representative
National Social Security Advisor Certificate Holder
NSSA® is the only accredited Social Security Certificate program in the nation.
Accreditation provided by Institute for Credentialing Excellence
Certified Fund Specialist®
Institute of Business and Finance
Licenses: Life & Health, Series 63, 6, 65, 7, Property & Casualty
Notary - State of Arizona
Grand Canyon University
Colangelo College of Business
Adjunct Instructor
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University of Texas at Dallas
Master of Business Administration
Graduated August 19, 1998
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Arizona Army National Guard
(Enlisted November 21, 1984)
157th Ordnance Battalion
Rank attained: 1st Lieutenant
Honorable Discharge May 21, 1996
Redstone Arsenal, AL
Officer Officer Basic Course
Graduated October 6, 1989
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Northern Arizona University
WA Franke College of Business
Bachelor of Science in Business Management - Finance
Graduated 1989
Army ROTC - Northern Arizona University - Commissioned May 13, 1988
Delta Chi - social fraternity - Initiation date: December 6, 1986
Delta Sigma Pi - professional business fraternity - Initiation date: April 26, 1986
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Scottsdale Christian Academy High School
Graduated June 1, 1984
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Moved to Arizona in August 1977 at 13 years of age from the Buffalo, NY area