Penn State University, B.S. Finance
College of Financial Planning - Financial Planning Curriculum
- Principal of Heritage Advisors Group, Inc.
- Principal of Heritage Financial Services, LLC
- Active Member of the Financial Planning Association
Prior Career Experience
- Past President and 4-year Board Member of the Financial Planning Association, Central Florida chapter
- Investment Advisor Representative with National Financial Resources, Equity Services Financial Advisors, and Raymond James Financial Services
- Registered Representative with AXA Advisors, LLC and Raymond James Financial Services, Inc.
- Mortgage Banking Analyst with Central Florida Investments
- Credit Analyst with Osceola National Bank (Colonial Bank)