Professional
Professional Designations Earned
CERTIFIED FINANCIAL PLANNER™ certification
Chartered Life Underwriter
Chartered Financial Consultant
Certified Advisor for Senior Living
Certified Long-term Care
Chartered Advisor in Philanthropy
Retirement Income Certified Professional
Chartered Leadership Fellow
Associations and Memberships
Member of National Association of Insurance and Financial Advisors (NAIFA)
Years of Experience
Representing Northwestern Mutual since 2006.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Marketing and Management | University of WI - Eau Claire |
Awards and Recognition
Million Dollar Round Table Qualifying Member 2011-2013
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2009-2010
Award recognizing persistency and performance
National Sales Achievement Award 2009-2010
Award recognizing performance