投资于重要的事情

培训、认证 & 赞誉

• Registered Representative of LPL Financial
• 注册理财规划师™
• Accredited Asset Management Specialist, College for 财务规划
• 美国金融业监管局 Series 7 and 66 registrations through LPL Financial
• 印第安纳州的生活 & 健康保险 licensed with long-term care endorsement

培训、认证 & 赞誉

• MBA from Indiana University Kelley School of 业务
• Series 7 and 66 registrations through LPL Financial
• 有长期护理背书的印第安纳人寿和健康保险

培训、认证 & 赞誉

• 注册理财规划师™ 
• Knowledge of Eli Lilly’s Employee Benefits*
• 风险管理
• 财务规划与分析
• 退休计划
• 印第安纳州的生活 & 健康保险 licensed with long-term care endorsement

_{*礼来和元素财富管理不隶属于LPL Financial.}

培训、认证 & 赞誉

• Extensive experience in the investment industry
• CRPS® conferred by College for 财务规划
• Chartered 退休 Plan Specialist and Accredited Investment Fiduciary
• Onsite presence at Lilly Corporate Center
• 有公司退休计划和高管薪酬计划方面的经验
• Knowledge of Eli Lilly Employee Benefits*
• 财务规划与分析 – customized to each individual

_{*礼来和元素财富管理不隶属于LPL Financial.}

培训、认证 & 赞誉

• 注册理财规划师™
• Knowledge of Eli Lilly Employee Benefits*
• Onsite presence at Lilly Technology Center
• 全面理财规划
• 投资管理
• 美国金融业监管局 Series 7 and 66 registrations through LPL Financial
• 印第安纳州的生活 & 健康保险 licensed with a long-term care endorsement

_{*礼来和元素财富管理不隶属于LPL Financial.}

培训、认证 & 赞誉

• 注册理财规划师™ 
• Knowledge of Eli Lilly’s Employee Benefits*
• 财务规划
• 投资管理
• 印第安纳州的生活 & 健康保险 licensed with long-term care endorsement

_{*礼来和元素财富管理不隶属于LPL Financial.}

培训、认证 & 赞誉

• Supports LPL Financial Advisors 雷蒙德·马克 and 扎克Schroer认为

培训、认证 & 赞誉

• SIE, Series 7, and Series 63 registered through LPL Financial
• 支持LPL财务顾问诺亚丹尼斯, 斯蒂芬•布伦南和莉斯Wertz

培训、认证 & 赞誉

• Registered Representative of LPL Financial
• Series 7, 8 and 63 registrations through LPL Financial
• 印第安纳州的生活 & 健康保险
• LPL Master’s Qualifier, 2013-2019
• Bank Investment Consultant Magazine “前 20 Program Managers,” 2012, 以及“前25名项目经理”," 2015, 2017*
• 现任董事会/委员会成员:信用合作社产品研究组织, Hamilton County Sheriff’s Reserve, 公司., LPL Credit Union Executive Advisory Council. 以前的董事会/委员会隶属关系:全国信用合作社服务组织协会, National Association of Federal Credit Unions (membership committee), Hamilton County Leadership Academy and Central Indiana Police Foundation.

_{*To compile list of 前 20 and 前 25 Program Managers, 银行投资顾问公司(BIC)根据几个标准对项目经理进行排名, including the number of advisors they oversee, 管理的团队资产, percentage growth in team production, 每个顾问的产出. BIC uses variables that account for size, 以及捕捉增长和效率的指标，以全面的专业人士, as opposed to those who excel in one area but fall short in others.}

培训、认证 & 赞誉

• Registered Representative of LPL Financial
• 注册理财规划师™ 
• 注册财富策略师®
• Series 6, 7, 63, and 65 registrations through LPL Financial
• 印第安纳州的生活 & 健康保险 licensing with Long Term Care endorsement
• 2018 Tippy Connect 前 10 Under 40 Nominee*

_{*2018年Tippy Connect 40岁以下10强提名基于个人在工作场所和社区的成就, leadership and professional growth. Selection committee is comprised of area leaders and past winners.}

Supports LPL Financial Advisors:

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