Licenses and Certfications
Retirement Income Certified Professional® (RICP®)
Series 6 Investment Company Products/Variable Contracts Limited
Series 63 Uniform Securities Agent State Law Examination
Series 65 Uniform Investment Advisor
SIE-Securities Industry Essentials
Investment Advisor Representative
Life & Health Insurance Licensed
Professional History
1847 Financial - Financial Advisor (2018-Current)
Werner & Company – Staff Accountant (2020-2021)
Frey & Company – Part Time Tax Preparer (2018-2020) 1847 Financial – Intern (2016-2018)
Professional Organizations and Committees
Lehigh Valley Passport Rotary – Founding Member (2020-2023)
Manito Equestrian – Volunteer (2019-2021)