• Retirement Income Certified Professional (RIPC) (2 of 3 exams passed)
    The American College, Bryn Mawr, PA
  • Notary Public (2015)
    Cook County, Illinois
  • Certified Pension Consultant (CPC) (2001)
    American Society of Pension Professionals & Actuaries, Arlington, VA
  • Attorney (2000)
    Illinois Registration and Disciplinary Commission, Springfield, IL
  • Chartered Financial Consultant (ChFC) (1996)
    The American College, Bryn Mawr, PA
  • Enrolled Actuary (EA) (1995, voluntarily inactivated in 2000)
    U.S. Department of the Treasury, Washington, DC
  • Registered Representative, Series 7 and Series 63 (1995, voluntarily inactivated in 1996)
    FINRA, Washington, DC
  • Life and Health Insurance Broker (1990, voluntarily inactivated in 1996)
    New York State Dept. of Financial Services, Albany, NY
Professional Designations (only part of full CV) 



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