Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Branch Manager, Charles Schwab, 2021-present
- VP-Assistant Branch Manager, Schwab, 2019-2021
- Client Services Manager, Northeast Region, Scottrade, 2014-2018
- Relationship Manager, Scottrade, 2005-2014
Education
- Bachelor of Science, Finance, Missouri State