Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Branch Manager, Charles Schwab, 1999-present
- Financial Consultant, Charles Schwab, 1997-1999
- Investment Representative, IAI Mutual Funds, 1995-1997
Education
- BA, Communications, Trinity University
Personal interests and affiliations
- FBI Citizens Academy Alumnus
- Financial Matters Ambassador with BestPrep
- Youth hockey coach
- Volunteer at 2nd Harvest Heartland Foodshelf