Our Qualifications

Al's business experience, education, certifications and licenses equip him with excellent  skills. Al will be using all his extensive personal and professional expertise when helping his clients work towards their financial goals. 

 

Education:

  • BSBA and MBA University of Akron

Certifications & Licenses

  • Investment Advisor Representative (IAR)
  • Securites Series 6 , 63 & 65                  
  • Insurance (KY, OH, PA, IN, MS, TN, LA, FL )
  • Good $ense Financial Planning