Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7 Securities License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab, 2015-2018
- Senior Investment Consultant, American Century Investments, 2010-2015
- Investment Consultant, American Century Investments, 2008-2010
- Vice President, First Command Financial Planning, 2004-2008
Education
- Bachelor of Arts, George Mason University 1990
- Masters of Project Management, Keller Graduate School 2002