Financial credentials
- Series 6, 7, 9, 10 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2018-present
- Financial Consultant, Merrill Lynch, 2013-2018
- Financial Consultant, Stifel, 2003-2013
Education
- Parkland College