Financial credentials
- Chartered Financial Analyst®
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2013-present
- VP-Portfolio Manager, Todd-Veredus Asset Management, 2009-2013
- Director of Equity Research, Veredus Asset Management, 2000-2009
- Trust Portfolio Manager, Stock Yards Bank & Trust, 1997-2000
- Regional Investment Specialist, Charles Schwab, 1994-1997
- Investment Specialist, Charles Schwab, 1990-1994
Education
- BS, Finance, Ball State University
Personal interests and affiliations
- Board of Directors - Kaiser Home Support Services
- Board of Directors - Community Foundation of Southern Indiana
- Member - One Southern Indiana Chamber
- Member - Southern Indiana Estate Planning Council