Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Advisor, Morgan Stanley, 2021-2023
- Financial Advisor, Wealth Alliance, 2020-2021
- Financial Consultant/Manager, Scottrade/TD Ameritrade, 2002-2020
Education
- Bachelor's of Business Administration, Finance and Accounting from Wichita State University
Personal interests and affiliations
- Board Member of American Cancer Society, 2023-Present
- Board Member of Wichita Estate Planning Council, 2022-Present
- Board Member of Magdalen Altar Society and ACTS, 2020-Present
- Member of Junior League of Wichita, 2023-Present