• Corporate Stock Benefit Consultant
• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• Bachelors Degree, Economics, University at Albany

• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Series 7, General Securities Representative
• State of New York, Life and Health Insurance Licensed

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY