Experience

United First Financial

• Financial Services
• 1 - 100 Employee

• Owner/President

  • Nov 2010 - Present



Heritage College Funding, LLC

• Financial Services

• Certified College Financial Planning Specialist

  • Nov 2010 - Present

  Helping families balance the challenges of maintaining their lifestyle and successfully paying for college without sacrificing their retirement. *Provide keys to making college more affordable *Show how to structure finances to minimize out-of-pocket expenses and maximize college aid *Help develop a plan in order to be prepared to pay for the high cost of college education Helping families balance the challenges of maintaining their lifestyle and successfully paying for college without sacrificing their retirement. *Provide keys to making college more affordable *Show how to structure finances to minimize out-of-pocket expenses and maximize college aid *Help develop a plan in order to be prepared to pay for the high cost of college education



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Account Executive

  • Jun 1986 - Feb 2008