CERTIFIED FINANCIAL PLANNER(tm) practitioner AICPA Personal Financial Specialst (PFS) credential BSBA from the University of North Dakota MSBA from the University of Denver
Designations
- CFP® - Certified Financial PlannerTM
- CPA - Certified Public Accountant
- PFS - Personal Financial Specialist
Affiliations
- Member American Institute of Certified Public Accountants (AICPA)
- Member Florida Institute of Certified Public Accountants
- Member National Association of Tax Professionals
- Small Business Affiliate of Wayne State University
- Member of AICPA Personal Financial Planning Section
- Member of Financial Planning Association
- Member of AICPA Private Companies Practice Section
- Member of AICPA Tax Section
- Member of CPAConnect
Licenses
Securities
- Exams: 63, 65, 7
- States: FL
Insurance
- License: Life/Health/VA
- States: FL
Advisory
- License: Investment Advisor Representative
- States: FL