Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2005-present
- Financial Advisor, Raymond James & Associates, 2003-2005
Education
- BS, Business Administration, Kenan-Flagler Business School
- The University of North Carolina at Chapel Hill
Personal interests and affiliations
- East Chapel Hill Rotary Club, 2006-present