Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
15 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2020-present
- Branch Manager, TD Ameritrade, 2018-2020
- Branch Manager, Scottrade, 2016-2018
- Investment Consultant, Scottrade, 2008-2016
Education
- Bachelor of Arts (BA), Psychology, Minor Economics, University of Missouri - Kansas City