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Investment Background
Financial Positions:
- Senior Wealth Advisor, Star Wealth Management
- Senior Investment Officer, Goelzer Investment Management
- Investment Specialist for high net worth individuals, Charles Schwab
- Financial Representative, New England Financial (Division of Metropolitan Life)
- Board of directors, Financial Planning Association of Greater Indiana
- Public Relations Director, Financial Planning Association of Greater Indiana
Financial Certifications:
- Stockbroker Qualified: 1999
- Registered Investment Advisor Qualified: 1999
- Insurance License Qualified: December, 1998
- Mutual Fund and Variable Annuity Qualified: 1998
Medical Background
Benchmarks:
- Graduate of the University of Iowa Medical School
- Boarded by the American Board of Neurology and Psychiatry
- Tenured Professor: Indiana University (Departments of Neurology and Physiology)
- Chief of Neurology Services: Wishard Memorial Hospital, Indianapolis, Indiana
- Private practice of neurology at St Vincent's Hospital, Indianapolis, Indiana
Medical Honors and National Committees:
- Recipient of a Young Investigator Grant
- Held peer reviewed grants from the National Institute of Health
- Past member of a National Heart, Lung and Blood Institute Advisory Committee
- Invited participate at National Institute of Health supported conferences and site visits
- Past member of the National Task Force on Blood Pressure Control in Children
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