Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2003-present
- Various, Charles Schwab & Co. Inc., 2000-2003
- Various, Schwab Institutional, 1995-2000
- Various, Fidelity Investments, 1993-1995
Education
- BA, Accounting, Stephen F. Austin State University