Financial credentials
- Series 6, 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2016-present
- Financial Advisor, Raymond James, 2005-2016
- Registered Representative, Principal, 2001-2005
Education
- Southwest Minnesota State University
- Bachelors of Science - Business Administration
Personal interests and affiliations
- The Country Club of Sioux Falls, Board of Directors