- The Certified Income Specialist (CIS™) designation from the Institute of Business Finance. (press release)
- Bachelor of Science in Business Administration from the State University of New York College at Fredonia.
- Specializing in the generation of retirement income, as well as retirement and investment planning.
- 07 - General Securities
- 63 - Uniform State Regulation
State Securities Licenses
CT, FL, NC, NJ, NY, OH, PA, SC, TX and VA
Insurance Licences in States of NY, OH and PA