Professional Qualifications
- CERTIFIED FINANCIAL PLANNER® Professional 1995
- Certified Wealth Strategist®, 2015
- BS, Financial Management, Clemson University 1985
Specialty Services
- Financial Counseling
- Retirement Planning
- Investments
- Access to Professional Portfolio Management
- Insurance Services
- Life & Long Term Care Insurance
- Annuities
- State Retirement Plans Counseling
- Pension Maximization Strategies
Memberships
- Financial Planning Association