Overview
25 years in the financial services industry including positions at Citibank, Merrill Lynch, Morningstar, KPMG Investment Advisors 2015 and 2016 Five Star Wealth Advisor - Recognized as a 2015and 2016 Five Star Wealth Manager by Chicago Magazine and Five Star ProfessionalEducation
MIami University (OH) - Bachelor of Science in Business Administration, Finance major