Financial credentials
- Chartered Financial Consultant®
- Series 6, 7, 63, 66 Securities Licenses
Experience
30 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Financial Consultant, Etrade, 2014-2017
- Investment Consultant, Fidelity Investments, 2013-2014
- Wealth/Retirement Consultant, Vanguard-Retail, 2007-2013
- Retirement Specialist/Analyst, Vanguard Institutional, 1995-2007
Education
- Pennsylvania State University, Bachelor of Arts
- The American College, Chartered Financial Consultant- ChFC®