Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2020-present
- Wealth Management Advisor, TIAA, 2014-2020
- Regional Vice President, Fisher Investments, 2013-2014
- Vice President - Private Client Group, along with additional roles, Fidelity Investments, 2003-2013
- Financial Consultant, AXA Advisors, 2003-2003
Education
- BA, Business Finance, University of Oklahoma
Personal interests and affiliations