Financial credentials
- Series 3, 4, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
38 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
- First Vice President, Wells Fargo Advisors, 2008-2018
- Vice President, A.G. Edwards & Sons, INC, 1991-2008
- Assistant Vice President, Olde Discount Corporation, 1986-1991
Education
- Michigan State University
- BA, Accounting 1980-84
Personal interests and affiliations
- Jackson Host Lions Club