PROFESSIONAL QUALIFICATIONS AND LICENSES
- CERTIFIED FINANCIAL PLANNERTM Practitioner
- Registered Financial Consultant (RFC)
- Investment Advisor Representative
- State of Michigan - Life Insurance, Health Insurance
- Registrations : Series 7, 63, 65, 66
- NASD State Registrations: CA, FL, IN, MI, NM, NY, OH, PA, WI
- Financial Planning Certificate, Kaplan University, 2007
- Bachelor of Science in Economics and Systems Analysis,Taylor University, 1993
- Schoolcraft High School, 1989
PERSONAL
My wife, Julie, and I have been blessed with a daughter, Rachel Christine, and a son, Mark Andrew. We enjoy spending time together in the great outdoors in northern Michigan! I enjoy playing music, sports and learning the game of golf.
- Director, Society of Financial Service Professionals
- Member, Kalamazoo Regional Chamber of Commerce
- Member, Financial Services Institute
- Member, International Association of Registered Financial Consultants
- Member, Centerpoint Church
Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a Registered Investment Advisor, is not affiliated with Kalamazoo County State Bank. Securities, advisory services and insurance products are offered through ICA and affiliated insurance agencies and are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or its affiliates *subject to risks including the possible loss of principal amount invested.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.