EDUCATION:
Frostburg State University
LICENSE(S):
– Series 7, Series 8, Series 31, Series 63, Series 65
– Sales Supervisions Licenses
– CA Insurance Lic. # 0L85725
For over 37 years, I have been providing clients with personalized advice. Through a long-term and holistic approach, I help clients plan for and strive for their financial goals. I have a Bachelor’s of Science in Accounting from Frostburg State University. I am a designated Certified Financial Planner®, which requires rigorous coursework and continuing education. I hold a Series 7 securities and Series 8 sales supervisions Licenses through LPL Financial. Outside of the office, I enjoy spending time with my husband, Alan, three children, and one grandchild.
CA Insurance Lic. # 0L85725 Resident State: MD
