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- Covenant Christian School - Technology Committee
- Smith Barney - Branch Advisory Council
- BA - Finance
Millikin University
Decatur, IL - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- 2007 - Present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Clayton, MO - A.G. Edwards & Sons
Vice President - Investments
Clayton, MO
- Asset Management
- Wealth Management
- Financial Planning
- Fixed Income
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- 529 Plans
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- Long Term Care Insurance
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- Visit our municipal bond inventory under Key Links on the left to search our database to find the Fixed Income Securities we offer that complement your portfolio.
Consulting Group: Capital Markets Overview; 1st Quarter 2009 (pdf)
Roth IRA Conversion Opportunity (pdf)
CD Rates (pdf)

