CFP®, ChFC®, CLU®
Senior Vice President - Financial Planning
About Financial Advisor
- Joined Financial Engines in 2000. Began his career in the financial services industry in 1982.
- Successfully completed the Series 65 examination(s) administered by FINRA.
- Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC®), and Certified Life Underwriter® (CLU®) certification(s).
- Master's degree in Business Administration from the University of Missouri - Kansas City and Bachelor's degree in Economics from the University of Missouri - Columbia.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.