Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 3, 7, 66 Securities Licenses
Experience
22 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2021-present
- Sr. Financial Consultant, TD Ameritrade, Inc. (acquired by Schwab), 2008-2021
- Financial Advisor/Corporate Stock Benefit Consultant, UBS Financial Services, Inc., 2005-2008
- Financial Advisor, Ameriprise Financial Services, Inc., 2003-2005
Education
- BA, Finance, Loyola University Chicago
- CFP® Certification, College for Financial Planning