Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- VP-Financial Consultant, Charles Scwab, 2017-2023
- President, Atlas Wealth Management, 2014-2017
- Financial Consultant, Raymond James, 2012-2014
- Financial Consltant, Edward Jones, 2009-2012
- Regional Vice President, Claymore Securiteis, 2005-2009
Education
- BBA, University of Iowa
Personal interests and affiliations