I hold the following licenses, designations, and diplomas:

• Investment Advisor Representative: Series 66 Uniform Combined State Law license #23523 awarded by the Texas State Securities Board
  
• Registered Representative: Series 7 General Securities license #4906025 awarded by FINRA
  
• General Agent: Insurance License #1322380 awarded by the Texas Department of Insurance
  
• AAMS® : Accredited Asset Management Specialist #2000469887 awarded by the College for Financial Planning
  
• AIF® : Accredited Investment Fiduciary #25917 awarded by fi360
  
• MPH: Masters degree in Public Health - Finance awarded by Boston University
  
• BS: Bachelors degree in Finance and Accounting awarded by Connecticut State University