Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2013-present
- Investment Consultant, T. Rowe Price Investments, 2006-2013
Education
- Bachelor of Science, University of Tampa
- CFP Certification, College for Financial Planning