Education

• • Bachelor of Science, Business Administration, Aquinas College

Licenses and Certifications

• • Series 7, General Securities Representative
• • Series 9 & 10, General Securities Sales Supervisor
• • Series 63, Uniform Securities State Agent
• • Series 65, Investment Advisor Representative
• • Chartered Retirement Plan Specialist™ Designation 

Experience
I began my investment industry career in 1984 and joined Stifel in 2009. Prior to joining Stifel, I served as a financial advisor for Citigroup Global Markets, Lehman Brothers, Robert W. Baird & Co., and Buys-Macgregor, Macnaughton-Greenawalt & Co.