Profession Designations
CPA, Certified Public Accountant
EA, Enrolled Agent before the IRS
RFC, Registered Financial Consultant
Security Licenses
Series 63, 66, and 7 (*)
Insurance Licenses (IL, MO)
License: Health, Life/Variable, Long Term Care
License: Casualty, Property
Investment Advisor License (IL, MO)
Investment Advisor Representative (*)
Affiliations (Professional Member)
American Institute of Certified Public Accountants,
Illinois Certified Public Accountants Society,
International Registered Financial Consultant
Education
MBA, Southern Illinois University of Edwardsville
BSEE, University of Illinois, Urbana-Champaign