Chapel Hill, NC, US
CFP® (Financial Planning and Services)
2016 - 2016(Accredited Investment Fiduciary (AIF))
2014 - 2014Retirement Income Certified Professional (RICP) (Retirement Income Planning)
2014 - 2014Chartered Financial Consultant (ChFC) (Financial Planning and Services)
2007 - 2012Chartered Advisor for Senior Living (CASL) (Financial Planning and Services)
2007 - 2012Chartered Life Underwriter (CLU) (Financial Planning and Services)
2007 - 2011Bachelor's degree (Psychology)
2001 - 2005
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