Financial credentials
- Certified Wealth Strategist®
- Series 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
36 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2005-present
- Branch Manager, LPL Financial, 1995-2005
- Financial consultant, Merrill Lynch, 1989-1995
Education
- Bachelor of Arts, Ohio Unviversity
Personal interests and affiliations
- Trustee- Ohio University Foundation