Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2017-present
- VP, Financial Consultant, Fidelity Investments, 2005-2017
Education
- BBA, Financial Services - Financial Planning, University of North Florida