Qualifications

To stay on top of my field and develop my professional affiliations, I have regularly attended industry training and certification programs.  This includes the 10-course CLU program through the American College, which included courses in economics, finance, government, business and estate planning, investments, asset allocation, risk management and retirement planning.  I hold FINRA securities registrations: series 6, 66, 7 and 24.  I am a 6-year member of the industry elite worldwide organization, The Million Dollar Roundtable, a member of The National Association of Insurance and Financial Advisors and the General Agents and Managers Association.  I hold a B.S. degree in Business Management and currently working on my MBA at the McColl School of Business at Queens University.