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Curriculum Vitae

 

Curriculum Vitae

 

Education & Designations:

Purdue University, West Lafayette, IN

Bachelor’s Degree in Financial Counseling and Planning, 1989

 

College of Financial Planning, Denver, CO

Certified Financial Planner®, 1999

 

Institute for Divorce Financial Analysts, Durham, NC

Certified Divorce Financial Analyst, 2008

 

Institute of Business and Finance, San Diego, CA

Certified Tax Specialist™, 2015

 

Licenses:

Series 7 – General Securities Representative, Series 63 - The Uniform Securities Agent State Law Examination, (Securities registrations held through LPL Financial) Life, Accident, Health, and Variable Annuity Insurance, and Long-term Care Insurance

 

Employment:

New Horizons Financial Consultants, Evansville, IN                                                May 2013 to Present

Certified Financial Planner®, Certified Divorce Financial Analyst, and Financial Advisor

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Level Four Advisory Services and New Horizons Financial Consultants are separate entities from LPL Financial.

 

Ameriprise Financial, Evansville, IN                                                                         April 1992 to May 2013

Certified Financial Planner®, Certified Divorce Financial Analyst, and Financial Advisor

Experience: 

Over 23 years of experience in financial services industry with knowledge regarding:

  • Financial Issues of Divorce - Assisting clients to understand the short- and long-term financial implications of various divorce settlement options
  • Comprehensive Financial Planning – Helping clients plan their futures and measuring the potential for financial sustainability during retirement as well as other transitional periods, such as divorce or death of a spouse
  • Investment Analysis and Management – Deciding which investments are appropriate for each client, taking into consideration many factors including: risk tolerance, time horizon, and age
  • Survivor Income Planning – Assist clients plan for their family’s financial protection in the event of client death or disability
  • Retirement Income Strategies – Deciding which investment vehicles are appropriate streams of income for each client during retirement, taking into consideration factors including: risk tolerance, time horizon, age, and income needs and sources
  • Estate Planning Strategies – Helping clients pass on assets after death or disability to ensure the estate is dissolved according to their wishes

 

Continuing Education:

  • Tracing Financial Assets

Institute for Divorce Financial Analysts

 

  • Financial Oversights within the Divorce Decree

Institute for Divorce Financial Analysts

 

  • Divorce and Mortgages

Institute for Divorce Financial Analysts

 

  • QDROs Level I Essentials

Institute for Divorce Financial Analysts

 

  • Lifestyle Analysis Financial Reports

Institute for Divorce Financial Analysts

 

  • Special Needs: Special Divorce

Institute for Divorce Financial Analysts

 

  • Executive and Deferred Compensation

Institute for Divorce Financial Analysts

 

  • Private Investigators in Divorce and Custody

Evansville Bar Association

 

  • Division of Assets Update

Evansville Bar Association

 

  • Retirement Plans in Divorce

National Business Institute

 

  • Tracing in Family Law Matters

Institute for Divorce Financial Analysts

 

  • Hidden Gems and Traps

Institute for Divorce Financial Analysts

 

  • Advanced Divorce Tax Considerations

Institute for Divorce Financial Analysts

 

  • Tax Changes, Tips, and Traps

Institute for Divorce Financial Analysts

 

  • Understanding Business Valuations

Institute for Divorce Financial Analysts

 

  • Indiana Domestic Violence Training

Evansville Bar Association

 

  • Divorce Dissipation and Fraud

Institute for Divorce Financial Analysts