Financial credentials
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2013-present
- Sr. Fixed Income Specialist, TD Ameritrade, 2006-2013
- Financial Advisor, Ameriprise, 2003-2006
Education
- BA, Broadcast Journalism and Political Science, University Of North Texas
Personal interests and affiliations