Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2016-present
- Financial Advisor, Edward Jones, 2006-2016
- Academic Training Leader, Edward Jones, 2004-2006
Education
- Masters of Arts Eastern Illinois University
- Bachelors of Arts Eastern Illinois University
- Masters of Science College of Financial Planning
Personal interests and affiliations
- Chillicothe Park District 2012-2017
- Stopthedivide.org 2012-now