Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Life Underwriter®
- Chartered Financial Consultant®
- Series 6, 7, 9, 10, 26, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
- Financial Advisor, Northwestern Mutual, 1996-2012
Education
- Loras College Bachelor of Arts Finance
Personal interests and affiliations
- Moline Rotary Past President
- Quad City Chamber of Commerce
- Davenport Country Club
- St. John Vianney