Upstream Investment Partners, Llc
Private Wealth Manager
Vantagepointe Financial Group Sep 2012 - May 2018
Investment Advisor Representative
Valic Dec 1, 2002 - Oct 1, 2012
Financial Advisor
Edward Jones 2000 - 2002
Financial Advisor
Education:
Taylor University 1994 - 1998
Bachelors, Bachelor of Arts, Business Administration
Grand Rapids Baptist Academy 1991 - 1994
Languages:
English
Certifications:
Series 7 Series 66 Series 63 Life, Accident & Health Insurance License Financial Industry Regulatory Authority (Finra) State of Michigan Department of Insurance and Financial Services