Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
35 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Private Banker, JPMorgan Chase, 2023-2025
- Financial Consultant, Fidelity Investments, 2021-2023
- Wealth Advisor, US Bank, 2021-2021
- Wealth Advisor, LPL, 2020-2021
- Wealth Management Advisor, TIAA, 2013-2020
Education
- University of St. Francis, BA Finance and Economics