Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 63, 65 Securities Licenses
Experience
27 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2000-present
Education
- MBA, Global Management, University of Phoenix
- BA, International Relations and Economics, Michigan State University
Personal interests and affiliations
- Junior League of Miami, Member since 2002
- Girls Advocacy Project (GAP) Volunteer
- Financial Expert for 'Daily Business Review', 'Ladies Home Journal', 'Street.com' & Frugalista Blog.
- Performing Live Economic Interviews with 'Morning News', 'Voice of America' and 'Morning Mix'