top of page
Qualifications

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)
Education:
-
B.S., Mid-America Christian University
-
M.A., Eastern Washington University




bottom of page
