Expert Qualifications

This highly qualified expert is a senior executive and investment professional with 30 years of experience in his field. After earning his BA in finance from the University of Notre Dame, he went on to complete his MBA in international management at the University of Texas at Dallas. He is a chartered financial analyst and is certified in FINRA Series 7, 24, 53, 63 and 65. This expert has served in many leadership roles throughout his career, including as the international director of Citizens Insurance Company of America, as president of Sunset Financial Services Corporation, the owner and principal at The Immersion Group, and the senior managing director of Horizon Investments LLC. Most recently, he has founded and is serving as the CEO of a corporate services and investment company based in North Carolina, providing strategic business consulting and subject-matter expertise to clients throughout the country.

Bio Snapshot

  • Location: SC
  • BA, Finance, University of Notre Dame
  • MBA, International Management, The University of Texas at Dallas
  • Certified, Chartered Financial Analyst
  • Certified, FINRA Series 7, 24, 53, 63 & 65
  • Former, International Director, Citizens Insurance Company of America
  • Former, President & Board Member, Sunset Financial Services Corporation
  • Former, Vice President, TIAA Life Insurance Company
  • Former, Owner/Principal, The Immersion Group
  • Former, Senior Managing Director, Horizon Investments LLC
  • Current, Founder & CEO, a corporate services & investment company in NC

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Certified Financial Planner Expert

State: GA

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. ...

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