Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 31, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- VP- Financial Consultant, Charles Schwab, 2005-2013
- Private Client Consultant, Charles Schwab, 2001-2005
- Branch Manager, Charles Schwab, 2000-2001
- Senior Investment Consultant, Charles Schwab, 1999-2000
- Investment Consultant, Charles Schwab, 1997-1999
Education
- Texas A&M University
- BS, Liberal Arts and Sciences, General Studies and Humanities - Economics
- Minor - Finance