Highlight: Helping clients achieve their financial goals
Education & Background: Bachelor of Science in Business Administration with a major in Accounting from The University of Connecticut; Veteran, United States Army
Designations / Certifications / Licenses: Certified Public Accountant (CPA); Member, American Institute of Certified Public Accountants; Member, Connecticut Society of CPAs; Financial Industry Regulatory Authority (FINRA) Series 7 licensed (General Securities Representative) & Series 66 licensed (North American Securities Administrators Association Uniform Combined State Law Examination), held with LPL Financial.
Personal Interests: Golfing, fishing, and outdoor activities