Financial credentials
- Accredited Asset Management Specialist℠
- Chartered Retirement Planning Counselor℠
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1995-present
- Agent/ Representative, Primerica, 1994-1995
- Financial Advisor, Chatfield Dean, 1994-1994
Education
- Columbia College of Missouri
Personal interests and affiliations
- Board Member, Anchorage Symphony Orchestra