Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Senior Sales Associate, American Century Investments, 1999-2025
Education
- Masters of Art - Political Science, Univ of Missouri - Kansas City
- Bachelors of Science - Political Science - Univ of Central Missouri
- Bachelors of Science - Geography - Univ of Central Missouri
Personal interests and affiliations
- American Cancer Society, Chairman's Circle, 2016 - Present