Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Wealth Advisor, Ameriprise Financial, 2012-2023
- Wealth Advisor, Morgan Stanley, 2004-2012
- Wealth Advisor, Wells Fargo Advisors, 1996-2004
- Investment Advisor, FMB Securities, 1994-1996
- Investment Advisor, Royal Securities, 1993-1994
Education
- BA, Financial Administration, Michigan State University
Personal interests and affiliations
- GR Tri, Committee member
- MiTi, Committee member