- CFP® Education Program, Grand Valley State University, Seidman School of Business (2001)
- Bachelor of Arts – Business Administration, University of Alaska – Anchorage (1990)
- Associates – Business Administration Northwestern Michigan College, Traverse City, MI (1986)
Professional & Civic Associations
- Financial Planning Association
- National Association of Tax Professionals.
- Continuing Education Instructor, Retirement Planning classes for Northwestern Michigan College in Traverse City, Central Michigan University in Saginaw and Mount Pleasant, Northwood University in Midland, and Mott Community College in Flint.