Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
38 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2009-present
- Executive Vice President, Toth Financial Advisory Corporation, 2006-2009
- V.P., Senior Account Executive, Fidelity Investments, 2000-2006
- Financial Advisor, Legg Mason, 1999-2000
- Financial Representative, Fidelity Investments, 1993-1999
Education
- Louisiana State University, Baton Rouge, Louisiana
- Bachelor of Science (May 1987)