The American College
FINRA Series 7 and 66.
Life, Accident and Health Insurance.
Professional Associations & Community Involvement
Member, Estate Planning Council of Rochester, the Society of Financial Services Professionals, Partnership for Philanthropic Planning and the Planned Giving Council of Upstate New York.
Board Member of the Rochester Area Business Ethics Foundation; Charter Member of the George Eastman Circle at the University of Rochester; National Eagle Scout Association; Past President of the Colgate Alumni Club of Rochester and serves on the professional advisory councils of numerous non-profit organizations, colleges and universities.