Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
23 years of professional experience
- VP - Branch Manager, Charles Schwab, 2018-present
- President, Bartlett, Inc, 2016-2018
- Team Lead, Central Review Team, Fidelity Investments, 2008-2016
- Investment Analyst / Relationship Manager, Security Benefit, 2007-2008
- Research Analyst / Office Manager, UMB Financial Services, 2000-2007
Education
- Master of Business Administration with Concentration in Finance, Baker University
- Bachelor of Arts in Economics, William Jewell
- Bachelor of Science in Business Administration, William Jewell