Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2011-2013
- Registered Broker, Charles Schwab & Co., Inc., 2010-2011
Education
- BS, Finance, Olivet Nazarene University