Financial credentials
- Accredited Asset Management Specialist℠
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Associate Financial Consultant, Charles Schwab, 2015-2016
- Sr. Representative- Pinnacle, Charles Schwab, 2006-2015
- Sr. Representative- Options, Charles Schwab, 2005-2006
- Trading Solutions, Charles Schwab, 2003-2005
- Schwab - classic, Charles Schwab, 1999-2003
Education
- BS -Accounting - Indiana University &Purdue University of Indianapolis- IUPUI