LICENSES AND PROFESSIONAL DESIGNATIONS
 

• Chartered Financial Consultant
• LPL Financial Investment Advisor Representative (IAR)
• Certified Public Accountant
• FINRA Securities Licenses: Series 6, 7, 63, 65 registrations held with LPL Financial
• Insurance Licenses: State of Washington ­ Life, Health, Disability

PROFESSIONAL EXPERIENCE

• Offering financial guidance and counsel, investments and insurance since 1989.

EDUCATION
 

• Masters Degree (Finance & Economics) Northwestern University - Evanston, Illinois
• Bachelors Degree (Accounting) Roosevelt University - Chicago, Illinois