Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2018-present
- Independent Investment Advisor Representative, Cetera Advisors / Multi-Financial, 2001-2018
Education
- Licensed Marine Engineer - Calhoun MEBA Engineering School
- BS Finance Excelsior College
Personal interests and affiliations
- Investment Advisory Committee, The Community Foundation of the Eastern Shore
- Disabilities Advocate - Easter Seals of Delaware and Maryland's Eastern Shore