Financial credentials
- Certified Wealth Strategist®
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Financial Advisor, Merrill Lynch, 2010-2015
- VP, Private Banking, Worthington National Bank, 2009-2010
- Vice President, Bank of America, 2001-2009
Education
- BBA, Marketing Southeastern Oklahoma State University
Personal interests and affiliations
- Colleyville Woman's Club Board of Directors 2009-present
- National Charity League - Colleyville Chapter 2021-present
- Colleyville Public Library Board 2009-2013
- Colleyville Economic Development Corporation Board 2015-2017