- Registered Client Relationship Associate at Robert W. Baird & Co.
- Financial Associate at A.G. Edwards & Sons, Inc.
- Legal Assistant at Gray & Associates, LLP
- CFP® professional
- Financial Planning Association member
Robert E. Cook Honors College, Indiana University of Pennsylvania
Certificate in Financial Planning
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.