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Websites:
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| Current Work:
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Owner at Liberty Tax Service
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Previous Work:
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Investment Advisor Representative at Legacy Financial Advisors, Inc.
Financial Representative at Lincoln Investment Planning, Inc.
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Education:
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Financial Planning, Boston University
BSEE, Electrical Engineering, The Ohio State University
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| Summary:
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Investment Advisor Representative with hands-on experience in many aspects of financial planning.
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Detailed Experience Summary:
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Owner at Liberty Tax Service
September 2009 - Present
Franchise Owner: April 2009 - present. Liberty Tax Service was founded in 1997, Liberty Tax Service is the fastest growing retail tax preparation company in the industry’s history. Founder and CEO John T. Hewitt has 38 years of tax industry experience, the most of any CEO in the tax preparation business. Hewitt is also the founder of Jackson Hewitt Tax Service (NYSE: JTX). Liberty Tax Service (www.libertytax.com) operates over 3,000 offices throughout the United States and Canada.
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Investment Advisor Representative at Legacy Financial Advisors, Inc.
November 2007 - August 2009
I provide Independent, Face-to-Face financial advice for my clients. I am part of a 35 year old firm, one the largest Independent firms in New England.
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Financial Representative at Lincoln Investment Planning, Inc.
October 2006 - November 2007
As a Financial Representative I provided professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees.
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Detailed Education Summary:
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Financial Planning, Boston University
January 2005
Financial planning certificate program, 2005
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BSEE, Electrical Engineering, The Ohio State University
September 1981
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