Resumes
Resumes

Owner And Managing Partner At Lifetime Wealth Strategies
View pagePosition:
Managing Partner and Owner at Lifetime Wealth Strategies
Location:
Louisville, Kentucky
Industry:
Financial Services
Work:
Lifetime Wealth Strategies - Louisville, Kentucky Area since Jun 2011
Managing Partner and Owner
Fifth Third Bank 2005 - 2011
Insurance Specialist
Managing Partner and Owner
Fifth Third Bank 2005 - 2011
Insurance Specialist
Education:
Denison University
Bachelor of Arts (B.A.), Economics
Bachelor of Arts (B.A.), Economics
Skills:
Estate Planning
Financial Risk Management
Succession Planning
Insurance
Strategic Planning
Long Term Care Insurance
Long Term Care Planning
CERTIFIED FINANCIAL PLANNER Professional
Financial Risk Management
Succession Planning
Insurance
Strategic Planning
Long Term Care Insurance
Long Term Care Planning
CERTIFIED FINANCIAL PLANNER Professional
Interests:
photography, travel, music, scuba diving, hiking, being outdoors