I started in the wealth management business in 1999, obtaining my Ohio insurance license and my first Securities license. In the course of my 25+ years of experience, I have always focused on conducting research, expanding and enhancing my knowledge of investments strategies, and financial planning concepts. To that end, I have obtained three professional designations. The RICP® or Retirement Income Certified Professional was conferred by the American College in 2014. This designation reflects the retirement planning focus in my practice. My second designation, AIF® or Accredited Investment Fiduciary, was conferred by Fi360 in 2020, with a focus on understanding fiduciary responsibility concepts in investment management. My third designation is CEPA® or Certified Exit Planning Advisor was conferred by The Exit Planning Institute (EPI) in August 2025.