Experience

• Financial Planner, Lazarus Financial Planning
• Associate Planner, Woodward Financial Advisors
  
  

Professional Designations

• CERTIFIED FINANCIAL PLANNER™
  
  

Professional Licenses

• Registered Investment Advisor in North Carolina
  
  

• National Association of Personal Financial Advisors (NAPFA)
• Pride Planners
  
• Social Investment Forum
  
• First Affirmative Financial Network
  
  

Formal Education and Examinations

• CERTIFIED FINANCIAL PLANNER™ Comprehensive Board Exam
• NASD Series 65 - Uniform Investment Advisor Law Exam
• CERTIFIED FINANCIAL PLANNER™ Professional Education Program: College for Financial Planning (3 courses), The American College (2 courses)
• Masters in Teaching: Social Studies Education from Boston University
• Bachelor of Arts: International Studies, History from Miami University (Ohio)