PROFESSIONAL
Last Updated 10.19.12

I am the Head of Retirement Research for Morningstar Investment Management. 
 
I was a featured author for Institutional Investor Journals, you can access the featured bio here (this is for my previous job at Unified Trust).
 
I have completed the following degrees:
 
            Bachelor of Business Administration (BBA) from the University of Kentucky
            Master of Science in Financial Services (MSFS) from the American College
            Master of Business Administration (MBA) from the University of Chicago Booth School of Business
 
I currently hold, or have completed, the following designations, certifications, and/or credentials (in alphabetical order):

 

Accredited Asset Management Specialist (AAMS)
Accredited Investment Fiduciary Analyst (AIFA)
Certified Financial Planner (CFP)
Chartered Financial Analyst charter (CFA)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Chartered Wealth Advisor (CWA)

Qualified 401(k) Administrator (QKA)

Qualified Pension Administrator (QPA)
 
I speak regularly at a variety of events.  Some of my past presentations have been:
 
            2007 FPA Annual Conference (Seattle, WA)
            2008 Investment News Retirement Income Summit (New York, NY)
            2008 FPA Minnesota Chapter Meeting (Bloomington, MN)
            2009 FPA New Jersey Chapter Meeting (Edison, NJ)
            2009 ASPPA Western Benefits Conference (Denver, CO)
            2010 FPA New York Spring Forum (New York NY)
            2010 Greater Philadelphia ASPPA Benefits Council Meeting (Philadelphia, PA)
            2010 Morningstar Investment Conference, ETF Spotlight (Chicago, IL)
            2010 Lexington Employee Benefits Council (Lexington, KY)
            2011 fi360 Annual Conference (San Antonio, TX)
            2011 FPA Annual Conference (San Diego, CA)
            2012 FPA Phoenix Chapter Meeting (Phoenix, AZ)
            2012 Retirement Management Executive Forum (Chicago, IL)
            2012 Morningstar Conference (Chicago, IL)
            2012 Academy of Financial Services Conference  (San Antonio, TX)
            2012 RIIA Conference (Boston, MA)
            2012 fi360 Conference (Chicago, IL)
            2012 Society of Financial Service Professionals (Columbus, OH)
            2012 FPA of Northeastern New York (Albany, NY)
            2012 P&I West Cost Defined Contribution Conference (San Francisco, CA)
 
I've also delivered webcasts for the Financial Planning Association (FPA), Thornburg, Janus Capital, and Unified Trust and appeared on recorded interviews for Marketwatch and Morningstar.
 
I have passed the NASD Series 6, 7, and 65 exams (although the licenses have expired).

 

I’ve written and published over forty different articles on various investing topics, visit my Research page to learn more.

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