Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63 Securities Licenses
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2000-present
- Business Development Team, Charles Schwab, 1997-2000
Education
- BA, Communications; Minor, Business and Psychology, State University of New York at Plattsburgh
- Oglethorpe University's CFP Board-Registered Program at Oglethorpe University
Personal interests and affiliations
- The Financial Planning Association