Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2011-present
- Associate Financial Consultant, Charles Schwab & Co., Inc, 2010-2011
- Specialist, Charles Schwab & Co., Inc., 2004-2010
Education
- BS, University of Central Florida
- Business Administration - Finance
Personal interests and affiliations
- Estate Planning Council of Naples