Financial credentials
- Series 4, 7, 24, 27, 53, 63, 66 Securities Licenses
Experience
39 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2016-present
- President/CEO, Wisconsin Discount Securities Corp., 1985-2016
Education
- BBA - Finance (1985)
- University of Wisconsin - Milwaukee
Personal interests and affiliations
- Celebrate Grafton, Inc. - Board Member (2013 - 2018)