- Managing Member at Lake Country Wealth Management
- Managing Member at Integrated Financial Solutions, LLC
- CFP® professional
- Chartered Financial Consultant®
BS, Chemical Engineering, summa cum laude
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.