Financial credentials
- Accredited Wealth Management Advisor℠
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Advisor, Albany Bank & Trust, 2023-2023
- Wealth Advisor, Mariner Wealth Advisors, 2021-2022
- Private Client Investment Consultant, TD Ameritrade, 2017-2021
- JP Morgan, Client Service Specialist II, 2016-2017
- Wealth Advisor, OFM, 2015-2016
Education
- BBA, Finance, Grand Valley State University