Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 6, 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1997-present
- Wholesaler, Federated Investors, 1992-1996
Education
- BA, Business Economics, Clarion University of Pennsylvania
Personal interests and affiliations