Team

EXPERIENCE - over 20 years direct industry experiemce

EDUCATION - Certified Financial Planner (CFP©) certificant

                        Chartered Financial Consultant (ChFC) candidate

                        Chartered Market Technician (CMT) candidate

                         MBA, The Wharton School, University of Pennsylvania

                         BA, Indiana University

ETHICS - adhere to CFP© and CMT Codes of Ethics

EFFORT -  We apply effort, energy, and enthusiasm on your behalf, working hard for you financial success..

Fidelity Custody and Clearing Services (FCCS) is a unit of Fidelity Investments.

FCCS provides your custody and clearing services and produces your statements

One of the world's largest financial services organization with customer assets of over $ 7.4 trillion.

Your securities will be held in very strong hands.

Cambridge Investment Research, Inc. has over 800 employees and works with over 3200 independent  investment professionals

Founded over 37 years ago, Total Assets under advisement exceeds  $ 92 billion.