Professional
Background:
Education
B.A. -Economics/ English- Assumption College, 1997
M.B.A. -Financial Management- University of South Florida, 2001
Professional
Product Development & Marketing Coordinator- Gunn Allen Financial 1998-2004
Director of Training and Development- Northwestern Mutual 2004-2005
Wealth Management Advisor- Northwestern Mutual 2006-Present
Earned CERTIFIED FINANCIAL PLANNER™ certification 2003
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which awards to individuals who successfully complete initial and ongoing certification requirements.