Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameitrade, 2014-2022
- Associate Financial Advisor, Northwestern Mutual Financial, 2011-2014
- Senior Rep Relations Specialist, Securities America, 2004-2010
Education
- Bachelor of Science, Marketing, Dana College
Personal interests and affiliations