Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 24, 66 Securities Licenses
Experience
19 years of professional experience
- VP - Branch Manager, Charles Schwab, 2021-present
- Branch Manager, TD Ameritrade, 2018-2021
- Branch Manager, Scottrade, 2009-2018
Education
- BBA, Marketing/Management, TCU