Financial credentials
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 24, 26, 27, 51, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
40 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
- President, Gerard Asset Management, LTD., 1993-2012
- Registered Representative, Strong Funds, 1988-1993
- Mutual Fund Accountant, Strong Funds, 1986-1988
Education
- Marquette University, Bachelors of Science--Accounting
Personal interests and affiliations
- member, CFA Institute
- member, CFA Society of Milwaukee