I assist the senior members of our portfolio management team on every level, contributing to our in-house market analysis efforts, security research, trade execution, and client relationship management. In addition, I manage or co-manage a number of client portfolios. As a Certified Financial Planner™, I have special expertise in addressing such matters as tax, estate, and retirement/educational planning, insurance, and comprehensive financial goal-setting, among others. I joined Roberts Glore in 2004 after earning a B.A. in Theology with Minors in Philosophy and Business Administration from Valparaiso University. I hold FINRA Series 65 license, as well as insurance licenses for life, hea