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Retirement Income Certified Professional (Finance & Decumilation strategies)
2014 - 2017Chartered Advisor for Senior Living
2010 - 2013Certified Family Business Specialist
2008 - 2010MS (Financial Services)
2000 - 2003AAMS (Investment & Investment Strategies)
1997 - 2000CFP (Estates & Trusts, Investments, Taxation, Risk Analysis, Retirement Plans)
1992 - 1996Certified Life Underwriter, Chartered Financial Consultant (Advanced Underwriting & Comprehensive Financial Planning)
1987 - 1992MBA (Finance, General)
1983 - 1986BS (Accounting)
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