Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2016-2022
- Sr. Vice President Wealth Management Advisor, The Private Bank Wells Fargo Bank, 2011-2016
- Sr. Vice President Private Client Advisor, US Trust Bank of America, 2008-2011
- Sr. Vice President Portfolio Manager, Wachovia Private Bank, 2000-2008
- Vice President Financial Advisor, Merrill Lynch, 1996-2000
Education
- BS James Madison University