Her wisdom is based on real life
experiences and an elaborate repertoire of solid qualifications.
Qualifications
Served as Advisory Representative of Harrington Asset Management,
and Registered Representative Royal Alliance, Inc.
Series 6 License; Series 7
Was General Securities Licensed member NASD and SIPC
Was licensed, Ohio Department of Insurance (life, health, disability,
fixed and variable annuities)
Certified Educational Planner (CEP) Designation
Member, NASD Regulation, Inc., Board of Arbitrators
Worked with over 200 clients (fee-based and general practice
clientele including but not limited to life, health, disability,
mutual fund, stock and bond investments)
Licensee with the Financial Psychology Corporation
Certified Woman-Owned Business
Certified Certification Analyst
Leadership Ability and Accomplishments
Sole proprietor of financial planning business, and owner of
Brass Ring Productions
Member Certification Board WBENC/WBDC (Women's
Business Enterprise)
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