Work:
Total Wealth Planning (Twp)
Wealth Advisor and Portfolio Manager
Total Wealth Planning, Llc
Wealth Advisor and Portfolio Manager
Education:
Xavier University 2006 - 2007
Xavier University 2000 - 2004
Bachelors, Bachelor of Science In Business Administration, Finance
Skills:
Retirement Planning, Investments, Estate Planning, Financial Planners, Personal Finance, Strategic Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Financial Analysis, Investment Advisory, Asset Managment, Executive Compensation Planning
Interests:
Technology
Planning
Baseball
Investing
Certifications:
Certified Financial Plannerâ„¢ Professional