Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Sr. Financial Consultant, TD Ameritrade, 2012-2020
- Financial Consultant, Merrill Lynch, Pierce, Fenner & Smith Inc., 2008-2012
- VP Financial Consultant, Charles Schwab & Co., Inc., 2004-2008
- Financial Consultant, Edward Jones, 2002-2004
Education
- Bachelor of Business Administration, Finance, The University of Texas at Arlington
- Certificate Program in Financial Planning, Southern Methodist University