Bearence Management Group since Apr 2010
Director of Retirement Plans
Lockton Companies Apr 2009 - Mar 2010
VP, Producer/Partner, Retirement Plan Consultant
Northwestern Mutual Oct 2006 - Jan 2008
Director of Operations, Retirement Plan Specialist
J.P. Morgan Retirement Plan Services Sep 2002 - Sep 2006
Registered Investment Advisor
Education:
Anderson University 1989 - 1993
M.D.
University of Alabama 1985 - 1989
B.A., Psychology, Journalism
Rockhurst University
M.B.A., Finance
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