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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Owner
      • 1995 - Present

      Fishers, Indiana Investments, retirement planning, 401K rollovers, financial planning

    • United States
    • Investment Banking
    • Independent Advisor
      • Aug 1995 - May 2005

      Indianapolis, Indiana Investment advisor, retirement planning, 401k rollovers

    • United States
    • Hospitals and Health Care
    • Registered Representative
      • 1993 - 1995

      Indianapolis, Indiana Investment adviser, retirement planning, 401K rollover

Education

  • Harvard University
    Executive Education Program, Behavioral Finance
    2010 - 2010
  • University of London
    Certificate Program, International Business
    1986 - 1986
  • Eastern Illinois University
    Bachelor's Degree, Economics
    1978 - 1986

Community

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