Location:
9505 west 126Th Pl, Cedar Lake, IN 46303
Industry:
Financial Services
Work:
Wells Fargo Advisors, LLC since Sep 2010
Financial Advisor
VALIC Jul 2009 - Aug 2010
Financial Advisor
Ameriprise Financial Sep 2005 - Aug 2008
Marketing Field Implementation Director
Western & Southern Financial Group Jan 2005 - May 2005
Registered Representative
CUNA Mutual Group Aug 2003 - Sep 2004
Department Head
Education:
Purdue University Calumet 2002 - 2005
MBA, Management3.5
Governors State University 2001 - 2002
BA, Interdisciplinary Studies3.4
Purdue University Calumet 1998 - 2001
A.S., ManagementWorking full time while attending.
Thornton Fractional South 1975 - 1979
Skills:
Personal Retirement Strategies
Wealth Management Plan Creation and Implementation
Estate Planning Services and Wealth Transfer
Business Financial Strategies
Employee Benefits Planning
Interests:
Casinos
Exercise
Home Improvement
Reading
Gourmet Cooking
Sports
Watching Basketball
Golf
Fishing
Home Decoration
Health
Watching Sports
Photograph
Cooking
Cruises
Outdoors
Electronics
Education
Crafts
Fitness
Music
Dogs
Movies
Collecting
Kids
Medicine
Diet
Cats
Travel
Wine
Investing
Traveling
Basketball
Certifications:
Certified Financial Planner
Chartered Life Underwriter
Personal Investment Advisor
Series 66
Series 7
Insurance - All Lines