CAREER SUMMARY

I have been in the financial services industry for 34 years. I quickly became intrigued. I was a 20 year old young adult taking accounting classes at the Detroit Business Institute. I loved numbers; however I was unsure of what I wanted to do with my life. After stumbling upon a position at EF Hutton, I realized what great satisfaction I experienced working closely with individuals. This was a way to help people with their most prized possessions: their family and their financial security. Here I am years later; I still thoroughly enjoy assisting clients and their families maintain a secure path through every stage of their financial lives. I currently manage approximately $120 million in investable assets and have earned the trust of over 500 families.

SELECTED MAJOR ACCOMPLISHMENTS

• Leadership Club/Raymond James 2014-Present

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representatives of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

PROFESSIONAL EXPERIENCE

• Smith Barney (1987 – 1995)
  Southfield, MI
  Formerly; EF Hutton, Shearson Lehman Brothers, Salomon Smith Barney
  Registered Sales Associate
• Prudential Securities (1995-1997)
  Bloomfield Hills, MI
  Financial Advisor
• The Ohio company (1997-1998)
  Trenton, MI
  Financial Advisor
• Morgan Stanley (1998-2005)
  Wyandotte, MI
  Vice President
  Wealth Advisor
  Estate Planning Consultant
• Merrill Lynch (2005-2012)
  Wyandotte, MI
  Vice President
  Wealth Management Advisor
  CERTIFIED FINANCIAL PLANNER™
• Raymond James (2012-Present)
  Wyandotte, MI
  Vice President
  Wealth Management Advisor
  Certified Financial Planner

PROFESSIONAL DEVELOPMENT

• Detroit Business Institute: Attended Classes (August 1986 – December 1988)
• Wayne County Community College: Attended Classes
• Series 7 NASD/Securities License: Self Study (1992)
• Series 63 Blue/State Securities License: Self Study (1992)
• Life and Health Insurance License: Self Study (1993)
• Series 65/Investment Advisor License: Self Study (1996)
• Variable Annuity License: Self Study (1997)
• Estate Planning Consultant: Self Study through the American College of Financial Planning (2003)
• Series 31/Managed Futures License: Self Study (2004)
• Certified Financial Planner: Self Study through the American College of Financial Planning (2002-2006)
• I am required and fulfill 30 hours of Continued Education for all licenses every 2 years. In addition, 3 hours of Ethics.

COMMUNITY INVOVEMENT

• Past President of the Grosse Ile Parent Teacher Organization
• Past Member of the Grosse Ile Volunteer Efforts (GIVE)
• Past President Soroptimist International/Wyandotte, Southgate, Taylor
• Past President of Wyandotte Rotary
• Past Member of the Southern Wayne County Chamber of Commerce
• Past Member of the Wyandotte Business Association
• Member of the Henry Ford Wyandotte Hospital’s Philanthropy Council
• Past Member of Henry Ford Wyandotte Hospital’s Quality Committee
• Member of Henry Ford Wyandotte Hospital’s Nominating Committee
• Board Member of Henry Ford Health System Foundation Board
• Current Chair Elect of Henry Ford Wyandotte Hospital Board
• Member of First Step Finance Committee
• Member of It’s In Your Jeans, Men’s Health Charity
• Distinguished Volunteer of the Association of Fund Raising Professionals