After graduating from University of Oregon in 1997, I was ready to face new challenges. I came to Delta Financial Group in 1998, began with data analysis and reporting, and soon became very interested in the securities market - especially individual stocks. I have recently obtained the CERTIFIED FINANCIAL PLANNER™ designation and currently hold Series 7 and Series 66 licenses and my AAMS (Acquired Asset Management Specialist) certificate. My understanding of the stock market and knowledge about asset management help me not only do my job better but also gives me the skills to help our clients better understand their investments