The Wealth Conservancy
Certified Financial Planner and Wealth Coach
Old North Advisors Mar 2007 - Jun 2012
Senior Investment Administrator
Atlantic Charter Insurance Inc Mar 2005 - Mar 2007
Administrative Assistant
Education:
Boston University
The Ohio State University
Bachelors, Bachelor of Fine Arts, Fine Arts, Psychology
Golden Colorado Steamboat Springs Colorado Paris, France Manilla, Phillippines Huntington Beach, California Novato California Seattle Washington San Diego California
Lake Michigan Catholic School St. Joseph MI 1974-1980, Lake Michigan Catholic High School St. Joseph MI 1974-1980, Coloma High School Coloma MI 1976-1980
Community:
Dave Howells, John Brant, Lisa Riggs, Kim Kenney, Keith Bundy