Financial credentials
- Accredited Asset Management Specialist℠
- Series 4, 7, 9, 10, 24, 53, 55, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
- Business Development Consultant, 1st Global, 2001-2012
- Trading Manager, Ameritrade, 1999-2001
- Financial Consultant, Fidelity, 1997-1999
- Investment Broker, A.G. Edwards & Sons, 1996-1997
- Trader, Fidelity, 1995-1996
Education
- BA, Political Science, Baylor University graduate
- Allen High School graduate