Education, Professional Designations and Honors  


PhD, Disability Studies (matriculated 2011, currently on voluntary leave of absence)

University of Illinois at Chicago, College of Applied Health Science, Chicago, IL 


Masters of Public Policy (MPP), Public Finance and Taxation (2009)
University of Chicago, Harris School of Public Policy Studies, Chicago, IL 


Masters of Legal Letters (LLM), Employee Benefits (2000)
The John Marshall Law School, Chicago, IL 


Juris Doctor (JD) (2000)
The John Marshall Law School, Chicago, IL 


Bachelors of Science (BS), Applied Statistics (1994 in absentia)
The University at Albany, State University of New York, Albany, NY


Retirement Income Certified Professional (RICP) (in progress)
The American College of Financial Services, Bryn Mawr, PA


Notary Public (2015)
Cook County, Illinois


Certified Pension Consultant (CPC) (2001)
The American Society of Pension Professionals and Actuaries, Arlington, VA 


Attorney (2000)
Illinois Registration and Disciplinary Commission, Springfield, IL 


Chartered Financial Consultant (ChFC) (1996, currently inactive)
The American College of Financial Services, Bryn Mawr, PA 


Enrolled Actuary (EA) (1995, currently inactive)
The Joint Board for the Enrollment of Actuaries, U.S. Department of the Treasury, Washington, DC 


Registered Representative (Series 7 and 63) (1995, currently inactive)
FINRA, Washington, DC (formerly, The National Association of Security Dealers) 


Life and Health Insurance Broker (1990, currently inactive)
The New York State Department of Financial Services, Albany, NY 


Distinguished Scholar in Residence (effective January 2017)
Loyola University Chicago School of Law  


Distinguished Service Award (2012)
The John Marshall Law School Alumni Association 


Featured Author (August 2011)
BNA Tax & Accounting 2011 Calendar: Practitioner to Practitioner 


Recipient of several "Unsung Hero" awards for training IRS EP Agents (2001 - 2007)
The Internal Revenue Service, Tax Exempt, Governmental Entities Operating Division, Employee Plans Group, Great Lakes Region 


Member, Inaugural class of Nolan Fellows (2001)
The American Bar Association Section of Taxation 


Law Student Ambassador of the Year (2000)
The John Marshall Law School