Resume

• 2014

  Financial Advisory

  Investments

  Business Development

  Community Outreach

  Higher Education

  Financial Planners

  Retirement Planning

  Finance

  Data Analysis

  Research

  Strategic Financial Planning

  IRS Enrolled Agent

  Tax

  Retirement

  Small Business

  Management

  Wrote supplemental materials for the retirement planning chapter of a financial planning textbook.

  White

  White

  Vanguard

  Internal Revenue Service

  The Ohio State University

  University of Georgia Financial Planning

  The Ohio State University

  University of Georgia Financial Planning

  Athens

  Georgia Area

  Assistant Professor

  CFFS 4260 Family Tax Planning\nCFFS 4270 Retirement Planning

  The Ohio State University

  Internal Revenue Service

  Audited small businesses and self-employed individuals for tax compliance.

  Revenue Agent

  Greater Boston Area

  Scottsdale

  AZ

  Total Retirement Services and Business Development Group

  Retirement Plan & Investment Specialist

  Vanguard

  The Ohio State University

  Bell National Resource Center

  Graduate Student Award for Excellence in Teaching

  The Ohio State University

  Consumer Sciences Program

• 2012

  Master of Science (M.S.)

  Consumer Sciences

  The Ohio State University

  Bishop Gallagher

  Doctor of Philosophy (Ph.D.)

  Consumer Sciences: Specialization in Family Resource Management

  The Ohio State University

• 2009

  Certificate

  Financial Planning and Services

  Boston University

  Enrolled Agent

  Internal Revenue Service

• 2004

  Master of Accountancy (MACC)

  Accounting

  Belmont University

• 1991

  Bachelor of Arts (B.A.)

  Mathematics

  Wayne State University

• Mathematics Home - Mathematics - College of Liberal Arts and Sciences

  Master of Accountancy (MACC)

  The Massey School's Master of Accountancy (MACC) degree program was created in 1992

  and has grown over the years into what is currently the largest graduate accounting program in the State of Tennessee. The Belmont MACC program helps to prepare qualified students with non-accounting undergraduate degrees to sit for the CPA exam in as little as 15 months.

  Financial Planning Program Classroom and Online | Center for Professional Education | Boston University

  Named among the top schools for Financial Planners-three years in a row-by Financial Planning magazine. As concern for financial security has grown

  individuals have increasingly turned to trained financial planners to help them make informed decisions in the face of an overwhelming-and at times confusing-wealth of financial information.

  Financial Planning Program Classroom and Online | Center for Professional Education | Boston University

  Bachelor of Science in Consumer and Family Financial Services

  A bachelor's degree in Consumer and Family Financial Services prepares you for a rewarding career helping individuals and families manage and understand their personal finances. You'll experience real-world situations in classroom settings and have academic opportunities outside of the classroom through the Ohio State Student Financial Planning Association and the Scarlet and Gray Financial organization.

  Bachelor of Science in Consumer and Family Financial Services

  Department of Human Sciences

  With a doctorate degree in Consumer Sciences

  you'll be an expert in the field prepared to become a future professor at a top-ranked university or principal investigator at a research organization specializing in family resource management

  fashion and retail studies or hospitality management.

  Office of Diversity and Inclusion

  Ohio State is one of the largest universities in the nation. It is also home to a diverse group of the best and brightest people in the world: dedicated faculty

  passionate students

  and innovative researchers who make Ohio State one of the world's truly great universities.