Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2018-present
- Financial Consultant, Charles Schwab & Co., 2006-2018
- Regional Sales Manager, AIG/SunAmerica, 2005-2006
- Regional Sales Manager, Fifth Third Asset Management, 2001-2005
- Financial Planner, Budros, Ruhlin & Roe, 1998-2001
Education
- BS, Actuarial Science, The Ohio State University
- U.S. Air Force, Electronics Technician School
Personal interests and affiliations
- Boys and Girls Clubs Volunteer
- Junior Achievement Volunteer
- Kitchen on the Street Volunteer
- Youth for Troops Volunteer