• Bachelor's Degree in Accounting
  • Series 7 General Securities Registration
  • Series 66 Uniformed Combined State Law Registration
  • Ohio Insurance License (Property, Casualty, Life, Health, Variable Products)
  • Securities registrations held through LPL Financial


I entered the Financial Services sector in January of 2002 with the basic goal of helping people to assess and manage their finances while focusing on pursuing their financial ambitions.  Shortly thereafter, I started my business, Halm Investment Services, LLC, so that I could have the freedom and ability to create more personal, lasting relationships with my clients.

While everyone needs to do their own part to work towards their financial objectives, it is my duty as a Financial Advisor to provide my clients with as much information as possible.  This is why, in addition to a Bachelor's Degree in Accounting and an Ohio insurance license, I have attained Series 7 and Series 66 securities registration. Throughout the years, I have been constantly striving to increase my financial knowledge.  In 2011, after passing the final exam, I was awarded the professional designation CERTIFIED FINANCIAL PLANNER(TM) practicioner.  In 2014, I was awarded the professional designation of CHARTERED FINANCIAL CONSULTANT(TM) through the American College.

I also have previous experience in the mortgage industry and currently operate an income tax preparation service as part of my business. The combination of my experience in various financial sectors as well as my education give me a very diverse knowledge of personal finance.  Put me to the test.