Education:
 

Bachelor of Science: Operations and Information Systems Management

Pennsylvania State University, State College, PA

 

Registrations:         

Series 6 - Mutual Funds and Variable Annuities     

 

 

 

 

January 2010-Present
 

Legacy Solutions, Inc. – Financial Planner for a corporation that specializes in wealth management, estate planning, retirement planning and executive benefits.  The firm offers securities and investment advisory services through Capital Analysts Incorporated,  an independent broker-dealer that assists in securing and providing due diligence of select money managers and facilitating all securities activities,  through its custodian,  Pershing.  

October 2009-December 2009

 

Weinken & Associates- Financial Advisor for a firm represented by the Massachusetts Mutual Life Insurance Company.

 

July 2004-July 2009

 

PLANCO/The Hartford – Regional Marketing Director, worked as a liaison between various financial advisors and the Hartford, representing the Hartford’s annuities, mutual funds and pension plans. Worked closely with advisors to identify opportunities for their clients, as well as conducted individual client meetings and taught in group workshops.

 

 

 

Member of National Association of Insurance and Financial Advisors (NAIFA)