Background

Professional Licenses and Designations

FINRA Registrations: Series 7, Series 6, Series 63

Insurance Licenses: Life Insurance, Health Insurance, Variable

Designations: CFP, CPA, MBA, MST

Educational Background

Kalamazoo College, Bachelor of Arts, 1979

University of Michigan, Master of Business Administration, 1981

Walsh College, Master of Science in Taxation, 1984

Professional/Employment history

2004 - Present, Financial Adviser, Cetera Investment Advisers LLC

2000 - Present, Financial Adviser, Cetera Financial Specialists LLC

1996 - Present, Managing Member, Tax and Accounting Adviser, Oakwood Business Services

1987 - 1995, CFO, Mainstreet Ventures, Inc.

Professional Associations/Community Service

Financial Planning Association

American Institute of Certified Public Accountants

Michigan Association of Certified Public Accountants