Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Senior Wealth Advisor, The Mather Group, 2018-2019
- Financial Consultant, Charles Schwab, 2016-2018
- Wealth Management Advisor, TIAA, 2014-2016
- Financial Consultant, Fidelity Investments, 2007-2014
- Financial Advisor, Edward Jones, 2005-2007
Education
- Radford University - Finance