Financial credentials
- Certified Wealth Strategist®
- Series 6, 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2000-present
- Financial Advisor, Ameriprise Financial Advisors, 1997-2000
- Financial Analyst, E-Systems, 1996-1997
Education
- BBA, Finance, Angelo State University
- BS, Business Management, Brevard Community College
Personal interests and affiliations
- Hill Country Bible Church - Community Ministry