Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2002-present
- Retirement Specialist, Fidelity Investments, 1998-2002
Education
- Texas A&M-Commerce
Personal interests and affiliations
- Meals on Wheels Collin County, Board Member
- Volunteer - Boys and Girls Club