Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- VP- Financial Consultant, Fidelity Investments, 1999-2021
- Financial Advisor, Prudential Securities, 1998-1999
Education
- The University of Memphis
- BBA, Fogelman College of Business