
Timeline
About me
Financial Advisor, Managing Director at Ameriprise Financial Services, LLC
Education

Lakenheath high school, lakenheath, england
-
College for financial planning
-Chartered retirement planning counselor financial planningIndividuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.All designees have agreed to adhere to Standards of… Show more Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Show less

University of maryland
-Bachelor of science finance
Experience

Ameriprise financial services, llc
Oct 2013 - nowFinancial advisor, vice presidentAs an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, we’ll help you reach your goals and give you greater financial confidence.
Licenses & Certifications

Series 31 - managed futures
Aug 2010
Series 66 - combined investment advisory agent & uniform state exam
Aug 2010
Series 7 - general securities representative
Aug 2010
Life, health & variable annuity insurance licensed
Feb 2006
Long term care & disability insurance licensed
Feb 2006- View certificate

Crpc®
College for financial planningSept 2014
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