Financial credentials
- Chartered Retirement Planning Counselor℠
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2011-2022
- Financial Advisor, Officer, Wells Fargo Advisors, 2001-2011
Education
- University of Wisconsin-Stout Bachelor of Science Degree
Personal interests and affiliations
- Treasurer, Chanarambie Christian Camps