Bachelor of Science, Finance at the University of South Carolina, 1981; Member of the Wells Fargo Advisors Platinum Council for the years 2010-2025; FINRA Series 7, 63 and 65 registered; Life Accident & Health Insurance license. 1981 - College All American, Coaches and Baseball Bulletin. 1981-1986 - Pro baseball.

The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2010-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

CA Insurance License Number: 0D20206 Resident State NY

Bachelor of Arts, Financial Economics at the State University of New York–College at Buffalo, 1987; Associate Financial Advisor and Wealth Planning Associate; FINRA Series 7, 63, and 65 registered; Licensed in Life, Accident & Health Insurance. Qualified Notary Public in Erie County, New York. Accredited Asset Management Specialist (AAMS®), College for Financial Planning, 2004.