Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2009-present
- Financial Advisor, Ameriprise Financial, 2006-2009
- Registered Representative, Charles Schwab, 1995-1997
Education
- BBA, Finance, University of Iowa
- BS, Journalism and Mass Communications, University of Iowa
- Behavioral Finance Certificate of Completion, University of Chicago