Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, TD Ameritrade, 2018-2022
- Financial Consultant, Scottrade, 2000-2018
Education
- BS, Business Administration, Upper Iowa University