Industry Licenses:

  • FINRA Series 6 (Investment Company Products/Variable Contracts)
  • FINRA Series 63 (Uniform Securities State Law)
  • FINRA Series 7 (General Securities Representative)
  • FINRA Series 24 (General Securities Principal)
  • FINRA Series 66 (Investment Advisor Representative)
  • State Insurance Licenses (Life, Disability, Variable, Property and Casualty)

Designations Earned Through the College for Financial Planning:

  • AAMS® (Accredited Asset Management Specialist)
  • AWMA® (Accredited Wealth Management Advisor)
  • CRPC® (Chartered Retirement Planning Counselor)


  • B.S., Mid-America Christian University
  • M.A., Eastern Washington University