Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2023-present
- VP - Financial Consultant, Charles Schwab, 2019-2023
- Financial Consultant Partner, Charles Schwab, 2018-2019
- Associate, Financial Consultant, Charles Schwab, 2016-2018
- Specialist, Charles Schwab, 2013-2016
Education
- Bachelor of Business Administration, Finance, Stetson University
- Retirement Income Certified Professional, The American College
Personal interests and affiliations
- The Estate Planning Council of Naples, Member
- Harry Chapin Food Bank of Southwest Florida, Volunteer