Financial credentials
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2002-present
- Financial Consultant, Fidelity Investments, 1995-2002
Education
- MBA, Financial Planning, University of Dallas
- BBA, Finance, University of North Texas
Personal interests and affiliations
- Big Brothers Big Sisters, Volunteer
- Ronald McDonald House Charities, Volunteer