Resumes
Resumes
Principal
View pageLocation:
Cincinnati, OH
Industry:
Financial Services
Work:
Principled Wealth Advisors, LLC - Cincinnati Area since Nov 2004
Principal
Waterfront East Condominium Homeowners Association - Cincinnati Area since Jan 2007
President
Lincoln Financial Advisors Aug 1979 - Nov 2004
Advisor
InterVarsity Christian Fellowship/USA Jul 1975 - Jul 1979
Campus Staff Member
Principal
Waterfront East Condominium Homeowners Association - Cincinnati Area since Jan 2007
President
Lincoln Financial Advisors Aug 1979 - Nov 2004
Advisor
InterVarsity Christian Fellowship/USA Jul 1975 - Jul 1979
Campus Staff Member
Education:
Miami University 1971 - 1975
BS, Mathematics and Economics
BS, Mathematics and Economics
Skills:
Wealth Management
Financial Advisory
Investments
Retirement Planning
Securities
Financial Services
Wealth
Finance
Strategic Planning
Finra
Wealth Management Services
Series 7
Estate Planning
Investment Advisory
Asset Allocation
Strategic Financial Planning
Financial Advisory
Investments
Retirement Planning
Securities
Financial Services
Wealth
Finance
Strategic Planning
Finra
Wealth Management Services
Series 7
Estate Planning
Investment Advisory
Asset Allocation
Strategic Financial Planning
Interests:
Kayaking
Cycling
Cross Country Skiing
Original Art
Grandchildren
Sleeping Bear Dunes National Lakeshore
Cycling
Cross Country Skiing
Original Art
Grandchildren
Sleeping Bear Dunes National Lakeshore