Personal Profile

Experience

• Financial advisor since 1978
   
• CERTIFIED FINANCIAL PLANNER ^TM professional since 1984
   
• Registered Principal with LPL Financial., member FINRA/SIPC
   
• Manager of Office of Supervisory Jurisdiction with LPL Financial.
   
• Member of the Financial Planners Association
   
• Guest speaker on a variety of financial topics to professional groups, corporations and associations; featured guest on cable, television and radio talk shows.
   

Personal Information

• Raised in Rocky River, Ohio, a western suburb of Cleveland, on the shores of Lake Erie
• BA, Muskingum College, New Concord, Ohio, graduated cum laude
   
• Junior Year Abroad, University of Munich, Munich, Germany
   
• MBA, Indiana University, Bloomington, Indiana
   
• A family resident of Lafayette since 1978
   
• Avid golfer and power walker
   

 www.FINRA.org

www.SIPC.org