Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- VP Sr. Financial Consultant, Schwab, 2015-2022
Education
- Bachelor's Degree, University of Texas Arlington
- Broadcast Journalism
Personal interests and affiliations