Financial credentials
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Senior Financial Consultant, TD Ameritrade, 2015-2017
- Fifth Third Bank, Financial Advisor, 2014-2015
- PNC Investments, Financial Specialist, 2013-2014
- US Bancorp, Financial Advisor, 2010-2013
- PNC Investments, Financial Advisor, 2009-2010
Education
- Bachelor of Science in Business Administration
- Southeast Missouri State University
- Cape Girardeau, MO 63701
Personal interests and affiliations
- Member of Sigma Phi Epsilon fraternity