I provide tax, financial, investment, and protection planning services to individuals and businesses.
Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.
Education
- Bachelor of Business Administration, Marshall University, Huntington WV
Designations
- CPA - Certified Public Accountant
Affiliations
- National Association of Tax Professionals
- Ohio Society of CPAs
Licenses
Securities
- Exams: FINRA Series 6, 7, & 63
- States: FL, GA, MD, NC, OH, SC, VA, & WV
Insurance
- Acc/Sickness, VL/VA, & Life licenses in WV
- Life, Variable, A&H licenses in OH
- Life/Health/VA licenses in FL
- VL/VA, & Life in NC
Advisory
- License: Investment Advisor Representative
- States: FL, OH, WV