
Timeline
About me
President at Great Lakes Benefits and Wealth Management
Education

Baker college business and corporate services
1996 - 1999Financial planningCompleted all education requirement to sit for the Certified Financial Planner(TM) exam.

Bgsu
1983 - 1984
Padua franciscan high school
1979 - 1983
Experience

Great lakes benefits and wealth management
Jan 2001 - nowAssist retired and soon to retire individuals/couples with Family Focused Retirement and Tax Planning.
President, CFP
Jan 2001 - nowPresident
Jan 2001 - now
Licenses & Certifications
- View certificate

Certified financial planner(tm)
Certified financial planner(tm) board of directorsJul 2006
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