Bachelor of Science in business from Tarkio College - 1991
College for Financial Planning - 1998
CFP Board of Standards Certification Examination - 1999
NASD Series 65 - 2000
Registered Investment Advisor (Missouri) – 2000
Member, Financial Planning Association – 2000
Chartered member, The Garrett Planning Network 2000-2006
Featured in cover story in Investment Advisor magazine – February 2004
CERTIFIED FINANCIAL PLANNER™ certificant – 2003
NAPFA Registered Advisor – 2004

Contributor to the book “Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions” by Sheryl Garrett with Marie Swift and The Garrett Planning Network – 2004