Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2013-present
- Associate Financial Consultant, Charles Schwab, 2010-2013
- Financial Advisor, Ameriprise Financial, 2008-2010
Education
- BS, Business Administration, Southern Illinois University
Personal interests and affiliations
- St Charles Chamber of Commerce, Membership Committee