Licenses and Distinctions:
- CERTIFIED FINANCIAL PLANNER™ professional
- Member of the Bar of the Commonwealth of Pennsylvania, Attorney Number #63639,
- Series 7 (General Securities License),
- Series 66 (Investment Advisor Agent License),
- Series 24 (Registered Principal),
- Life & Health Insurance License and
- CMFC (Chartered Mutual Fund Counselor) through the College for Financial Planning.
- University of Maryland School of Law, Juris Doctor Degree.
- Carnegie Mellon University, Certificate in Executive Business Management.
- Carnegie Mellon University Program for Executives, Industrial Administration Business Education Program.
- Indiana University of Pennsylvania, bachelor's degree.