Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
25 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
- Financial Consultant, RBC Wealth Management, 2004-2012
- Retirement Plan Consultant, Metavante, 2000-2004
- Financial Consultant, Wells Fargo, 1999-2000
Education
- BBA, Business, University of Wisconsin - Eau Claire