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Office
7329 Sacaton Trail
Frisco, TX 75033Phone+1 319-541-5767- Is this information wrong?
Education & Training
- Des Moines University College of Osteopathic MedicineClass of 2011
- The University of IowaMBA, Corporate Finance, With Distinction, 2005 - 2007
- The University of IowaBS, Biomedical Engineering, With Distinction, 2000 - 2004
Certifications & Licensure
- IL State License 2013 - 2017
Awards, Honors, & Recognition
- Master Certified Estate Planner The National Institute of Certified Estate Planners, 2024
- Enrolled Agent Internal Revenue Service, 2022
- Certified Financial Planner CFP Board, 2021
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