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Specialties
Prior to becoming a partner at Diversified Wealth Management, I earned awards as an advisor with UBS Wealth Management and Investment Centers of America.
I have more than a decade of success as a financial professional within both equity and bond markets and the health and life insurance industry. Professional Education My education includes a Bachelor’s degree from South Dakota State University plus an MBA degree from the University of South Dakota with a concentration in Finance. Professional Designations and Licenses Series 7 FINRA - License for general securities (stocks, bonds, mutual funds). Series 66 NASAA – license for investment advisory. Chartered Financial Consultant (ChFC) professional designation from the American College. Life and Health Insurance licenses in multiple states.
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Always free for clients.
ChFC, MBA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
https://brokercheck.finra.org/search/genericsearch/grid CRD#: 1445036