Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2013-present
- Associate Financial Consultant, Charles Schwab, 2011-2012
- Registered Representative, Charles Schwab, 2009-2011
Education
- Bachelor of Science Economics - University of Southern Indiana
- Master of Science Financial Planning - University of Georgia