Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 31, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2005-present
- Financial Advisor, Morgan Stanley, 1999-2005
Education
- BS, University of Notre Dame