Retirement Wellness Group
Managing Director
M Advisory Group Feb 2010 - Jun 2018
Financial Advisor
Education:
The University of Montana - College of Business 2008 - 2009
Master of Business Administration, Masters, Entrepreneurship
Harvard University 2001 - 2005
Bachelors, Bachelor of Arts, Sociology
Trumbull High School 1988 - 2001
Skills:
Investments Business Planning Financial Modeling Budgets
Interests:
Fly Fishing Cooking Skiing Entrepreneurship Fly Tying Golf All Other Things Fishing
Certifications:
Accredited Investment Fiduciary C(K)P® Certified 401(K) Professional License 8944Aif Finra Series 7 Finra Series 66