Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 52, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1999-present
- Registered Representative, OLDE Stockbrokers, 1996-1998
Education
- BS, Business Administration/Finance, University of Delaware