Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Branch Manager, TD Ameritrade, 2018-2020
- Branch Manager, Scottrade, 2005-2018
- Broker, Scottrade, 2002-2005