Graduate - Immaculate Heart Central, Watertown, NY
Graduate - Clarkson University, Potsdam, NY, B.S. Accounting
30 years in the Financial Services Industry
Chartered Life Underwriter, American College
Chartered Financial Consultant, American College
Certificate in Retirement Planning*, Wharton
Member - Wealth Strategies Group
Member - Waialae Country Club, Honolulu, HI
*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
California Life Insurance # OE61134