EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE

Education
Northwestern University Continuing Studies;
02/01/2013 - 11/15/2013

Taylor University.
08/01/1983 - 12/31/1987

Business Experience
LPL Financial LLC; Financial Advisor
05/2023 - PRESENT

State Bank of Lizton; Financial Advisor
04/2023 - PRESENT

Servent Solutions Inc.; VP of Financial Planning
05/2019 - 03/2023

Wesleyan Pension Fund; Director of Finance
06/2001 - 04/2019

Professional Designations
CERTIFIED FINANCIAL PLANNER CFP® CFP Board of standards 03/2014
Issuing Organization: Certified Financial Planner Board of Standards, Inc.
Prerequisites: Candidate must have a bachelor's degree (or higher) from an accredited college or
university, and three years of full-time personal financial planning experience or the equivalent
experience (2,000 hours equals one year full-time).

Educational Requirements: Candidate must complete a CFP-board registered program, or hold one of
the following: CPA, ChFC, CLU, CFA, Ph.D. in business or economics, Doctor of Business
Administration, or an Attorney's License.