Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Investment Consultant, TD Ameritrade, 2013-2014
- Investment Representative, Fidelity Investments, 2011-2013
- Financial Advisor, Ameriprise Financial, 2008-2011
Education
- Bachelor of Arts, Business, Baldwin Wallace University, Magna Cum Laude