Financial credentials
- Series 6, 7, 9, 10, 63, 65 Securities Licenses
Experience
36 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2017-present
- Senior Investment Officer, Midwestern Securities Trading Company, 2012-2017
- Senior Financial Adviser, Merrill Lynch, 2008-2012
Education
- BA, Economics, Eastern Illinois University
Personal interests and affiliations
- McLean County Chamber of Commerce
- Supporter of various community organizations