Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2015-present
- Associate Financial Consultant, Charles Schwab & Co., Inc., 2014-2015
- Financial Advisor, JPMorgan Securities, 2014-2014
- Senior High Net Worth Representative, Charles Schwab & Co., Inc., 2008-2014
- Registered Representative, Charles Schwab & Co., Inc., 2008-2006
Education
- Missouri Western State University- Bachelor of Science, Criminal Justice/Legal Studies