Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Financial Consultant, E*TRADE, 2017-2018
- VP - Financial Consultant, Charles Schwab, 2009-2017
- Insurance Account Representative, State Farm Insurance, 2008-2009
Education
- BGS, Psychology/Criminal Justice, University of Kansas 2003
Personal interests and affiliations