Financial credentials
- Series 7, 66 Securities Licenses
Experience
27 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2019-present
- Financial Advisor/Customer Service Mgr, Raymond James Financial Services, Inc., 1998-2018
Education
- Bachelor of Accountancy - Purdue
Personal interests and affiliations
- IHSAA Gymnastic Judge 2008-current