Financial credentials
- Chartered Financial Analyst®
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2025-present
- Portfolio Manager, Kentucky Farm Bureau, 2017-2022
- Co-founder and Financial Advisor, Sortino Advisory Partners, 2014-2017
- Financial Advisor, Morgan Stanley, 2012-2014
- Equity Research Analyst, Todd Asset Management, 2003-2011
- Independent Branch Financial Consultant, Charles Schwab & Co, Inc, 2022-2025
Education
- BS, Accounting, Pensacola Christian College
Personal interests and affiliations
- 20th Special Forces Group, US Army National Guard, 1997-2005