Financial credentials
- Certified Wealth Strategist®
- Series 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2002-present
- Operations Specialist, Charles Schwab, 1998-2002
Education
- BS Degree, University of Central Florida 1997
Personal interests and affiliations
- Immediate Past President of the Board of Directors for the DFW Humane Society and current Director
- Hackberry Creek Woman's Club, Vice-President, and various Board roles from 2001 to 2008
- Southlake Women's Club
- Children: Aidan and Krista