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Experience

Experience
In the banking industry since 2016
Specialties
Business Retirement Plan Services, Charitable Giving, Estate Planning, Individual Retirement Accounts (IRAs), Investment Management, Personal Retirement Planning
History
  • Client Advisor, CooksonPeirce Wealth Management
  • Financial Advisor, CAPTRUST
  • Portfolio Manager, Richland Bank
Education
  • Baechelor's Degree, College for Financial PlanningAshland University
  • Certified Financial Planner
Involvement
  • Habitat for Humanity of Richland & Crawford County, Board of Directors and Executive Committe Member
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