During my time at Western I was a member of the Lee Honors College where I researched monetary unions in developing countries. I also gained some excellent experience as an intern with another fee only wealth management firm in the Kalamazoo area.
I have completed the coursework toward the Certified Financial Planner designation and will take the board exam soon. Coursework covers the financial planning process, risk management, investments, tax planning, retirement, employee benefits and estate planning.
| Job Title: |
Financial Planner |
| Company: |
Vintage Financial Services |
| College: |
Western Michigan University, Magna Cum Laude, Finance with a minor in Economics, Kalamazoo, MI
|
| High School: |
Portage Central High School, Portage, MI
|
| Lives In: |
Ann Arbor |