Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1997-present
- Client Service Consultant, Charles Schwab, 1996-1997
Education
- AAMS, College for Financial Planning, Denver Co.
- Accounting and Finance, University of Akron
- Pre-med, Ohio State
- CWS®