Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2015-2022
- Financial Advisor, Regions Financial, 2013-2015
- Wealth Management Advisor, TIAA - CREF, 2012-2013
- VP - Financial Consultant, Charles Schwab, 2007-2012
- VP - Financial Advisor, Wachovia Securities, 2003-2007
Education
- BA, Economics, The University of Texas, Austin