Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2009-present
- 401k Plan Document Consultant, FIDELITY BROKERAGE SERVICES LLC, 2008-2009
- Retirement Investment Specialist, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC, 2007-2008
- Premium Services, FIDELITY BROKERAGE SERVICES LLC, 1998-2007
- Representative, PRUCO SECURITIES CORPORATION, 1994-1998
Education
- Midwestern State University
- Southern Methodist University, Certified Financial Planner Certificate
Personal interests and affiliations
- Fort Worth Chamber of Commerce
- Center for Transforming Lives (CTL)
- Metroport Chamber