Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, Charles Schwab, 2017-2021
- Investment Consultant, Scottrade, 2014-2017
- Investment Consultant, TD Ameritrade, 2008-2014
- Financial Advisor, Ameriprise Financial, 2006-2008
Education
- A.A.S., Computer Network Systems, ITT Tech
- B.F.A., East Carolina University
Personal interests and affiliations
- Boy Scouts of America, Eagle Scout 1994