Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2015-present
- Senior Investment Consultant, Generation Capital Management, 2010-2014
- Financial Advisor, Morgan Stanley, 2008-2010
Education
- Bachelor of Science, Business Administration, University at Buffalo
- CFP Certification Professional Education Program, College for Financial Planning
Personal interests and affiliations
- Rochester Business Journal, Forty Under 40 Recipient
- Compeer, Mental Health Advocacy, Mentor