- CERTIFIED FINANCIAL PLANNER™ Professional
- Enrolled Agent, Enrollment to Practice Before The Internal Revenue Service
- Series 7 and Series 66
- Licensed Resident Insurance Producer in the State of Michigan offering Life Insurance, Annuities, Health Insurance and Long Term Care Insurance
- Northwood University Graduate, Bachelor of Business Administration in Finance
- Oakland University, Personal Financial Planning Program
- Instructor for Oakland University’s Certified Financial Planning Program
Tax services not offered through Woodbury Financial Services, Inc.