Business experience
- 2009–Present: Financial Advisor and Investment Adviser Representative of Commonwealth Financial Network®
- 1997–2008: Financial Advisor, Ameriprise Financial Services, Inc., Alpharetta, Georgia
- 1988–1996: Regional Financial Consultant, General Electric Capital Corporation, Atlanta, Georgia
Certifications, designations, and degrees
- CERTIFIED FINANCIAL PLANNER® practitioner
- Financial Planning Association member
- MBA, 1988, Finance and Real Estate, University of South Carolina, Columbia, South Carolina
- BS, 1983, Engineering, Michigan State University, East Lansing, Michigan