Financial credentials
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2010-present
- Branch Manager, Regions Bank, 2007-2009
- Financial Advisor, Ameriprise Financial, 2005-2007
- Project Manager, WSA Systems, 2000-2005
Education
- MBA, Rollins College
- BA, University of Central Florida
Personal interests and affiliations