Expert Qualifications

This highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and transactions. He received his BS in psychology from the University of Michigan before earning his BBA from Michigan State University and recently went back to school to earn his MBA from the University of Michigan. He has formerly served as a financial advisor and the associate vice president of the KSG Group for Morgan Stanley before serving as the vice president for Fisher Investments. Currently, this expert is the owner of a small business consultancy in Michigan.

Bio Snapshot

  • Location: MI
  • BS, Psychology, University of Michigan
  • BBA, Michigan State University
  • MBA, University of Michigan
  • Former, Financial Advisor, Morgan Stanley
  • Former, Associate Vice President, Morgan Stanley
  • Former, Vice President, Fisher Investments
  • Current, Owner, a small business consultancy

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Certified Financial Planner Expert

State: GA

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