Financial credentials
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Branch Manager, Charles Schwab, 2020-present
- Assistant Branch Manager, Charles Schwab, 2018-2020
- Regional Manager, Scottrade, 2011-2018
- Assistant Divisional Manager, Scottrade, 2010-2011
- Investment Consultant, Scottrade, 2005-2010
- Financial Advisor, Edward Jones, 2004-2005
Education
- MBA, Louisiana State University - Shreveport
- BS, Finance, Louisiana State University - Shreveport