Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
40 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2022-present
- Owner, Active Wealth Management, Inc., 1998-2016
- Owner, Active Money Management, Inc., 1994-1998
- Financial Advisor, Ainsworth Money Management, Inc., 1988-1994
- Firm Administrator, Ainsworth Money Management, Inc., 1984-1988
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2016-2022
Education
Personal interests and affiliations