Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2000-present
- Registered Sales Assistant, Smith Barney, 1999-2000
Education
- MA, Central Missouri State University
- BA, Jiangsu Education Institute