Two Bachelor of Science degrees from the University of Colorado at Boulder, Colorado:
B.S. - Small Business Management (1985)
B.S. - Marketing (1985)
Entered the Financial Services business in 1985.
Licensed as a Registered Representative since 1986.
Licensed Insurance Agent since 1993.
President of Zidel Financial, Inc. since 1995.
Licensed as a General Securities Principal since 1995.
Registered Representative with LaSalle St. Securities, LLC since 2001.
Investment Advisor Representative with Zidel Financial, Inc. since 2005.
Co-Founder of Global Telecom Testing, LLC, 2007.
Bachelor of Arts degree from The Ohio State University in Columbus, Ohio:
B.A. - Strategic Communication (2015)
Interned as a Human Resources Rep with Columbus Food League in 2014.
Entered the Financial Services business in 2016.
Investment Advisor Representative with Zidel Financial, Inc. since 2018.