masters in business administration

• University of Illinois, May 1991
• MBA Emphasis in portfolio management

bachelor of science in business administration

• Emphasis in Finance
• University of Missouri - St. Louis, May 1989
• Magna Cum Laude

bachelor of arts in mathematics

• University of Missouri - St. Louis, May 1989
• Magna Cum Laude

achievements

• Phi Kappa Phi honor society
• Beta Gamma Sigma honor society
• Certified Financial Planner^™
• Chartered Financial Consultant Designation
• NASD Series 7 Securities Broker License
• NASD Series 24 Securities Principal License
• Life, Health and Disability Insurance License
• Member of American Mensa, Ltd.

professional experience

university of illinois - champaign urbana

• Instructor
• Taught undergraduate course in department
  of Business Administration

prudential financial services

• Financial Representative
• Provided financial planning services to individuals
  in the St. Louis Area
• Consultations in Life Insurance and Pension
  Distribution planning

wendl financial services, inc.

• President
• Providing asset management and retirement planning to individuals and small businesses in the Saint Louis area since 1993.