Financial credentials
- Accredited Asset Management Specialist℠
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Retirement Planning Counselor℠
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab, 2018-2019
- Senior Specialist, Charles Schwab, 2010-2018
Education
- University of North Florida
- B.S. Finance