CEO of AMI Investment Advisory Services, Inc. He graduated from Youngstown State University in 1995 with a Bachelor’s of Science in Business Administration, major in Finance. He went on to obtain his Series 7 license in 1996 and his Series 65 license in 2012 held through LPL Financial. He entered the financial services industry in 1991 as an insurance agent. He earned the QPFC (Qualified Plan Financial Consultant) designation from ASPPA in 2013, his AIF® (Accredited Investment Fiduciary) designation from fi360® in 2015 and the C(k)P® from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education in 2016. He earned the QKA (Qualified 401(k) Administrator) designation from ASPPA in 2018.