Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager/Financial Consultant, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2014-2018
- Investment Consultant, TD Ameritrade, 2008-2014
- Financial Advisor, John Hancock Financial Services, 2001-2008
Education
- BBA, Accounting, Iowa State University
Personal interests and affiliations