Experience
- Experience
- In the banking industry since 2012
- Specialties
- Business Retirement Plan Services, Estate Planning, Individual Retirement Accounts (IRAs), Investment Management, Probate & Estate Settlement, Trust Administration
- Education
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- Bachelor's Degree, Business Administration Bryant University
- Certified Trust and Financial AdvisorAmerican Bankers Association
- Certified IRA Services ProfessionalThe Institutes of Certified Bankers
- Chartered Retirement Plans SpecialistCollege for Financial Planning
- Involvement
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- Kiwanis of Columbus, Member
- Columbus Estate Planning Council, Member
- Tri-County Estate Planning Council, Past President and Member
