Education
- Pennsylvania State University, B.S. Computer Science with honors, 1986, Phi Beta Kappa
- Certified Financial Planner Board of Standards, Certified Financial Planner (CFP) designation, 1997
Work Experience
- The Retirement Planning Specialists, LLC, 2001 to Present, founder/managing member
- The IRA Specialists, Inc, co-founder/managing member, 1997 - 2001
- American Express Financial Advisors, investment advisor representative, Advanced Planner Group, 1994 - 1997
- American Management Systems, Inc., Senior Government Analyst, 1986 - 1993, Arlington, VA and Lakewood, CO