Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2020-present
- Financial Consultant, Fidelity Investments, 2010-2020
- Financial Advisor, New England Financial, 2008-2010
- Financial Advisor, Edward Jones, 2007-2008
Education
- BS, Business Marketing, Stephen F. Austin State University
Personal interests and affiliations
- Georgetown Chamber of Commerce
- Stephen F. Austin State University Alumni