Experience:

Financial Advisor

LPL Financial

July 2021-Present

Financial Advisor

Waddell & Reed

December 2009 – July 2021

Certifications:

CERTIFIED FINANCIAL PLANNER™ mark

Certified Financial Planner Board of Standards, Inc., License 190728

Starting December 2015

Education:

Loyola University of Chicago

Bachelor of Science (B.S.)

1979 – 1982

LPL is not affiliated with any other entities referenced herein.  06/18