Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 4, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Sr. Specialist, Charles Schwab, 2006-2015
Education
- BA Finance, Ball State University
Personal interests and affiliations