Financial credentials
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2001-present
- Financial Advisor, American Express, 2000-2001
- Portfolio Manager, Anthem, 1996-2000
Education
- MBA, Global Management, University of Phoenix
- BS, Finance, Indiana University
- CWS - Certified Wealth Strategist
Personal interests and affiliations
- St. John the Evangelist Catholic Church
- U.S. Air Force