Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Mutual Fund Counselor℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2010-present
- Financial Consultant, Branch Extension Team, Charles Schwab & Co, Inc, 2006-2009
- Registered Representative, Charles Schwab & Co, Inc, 2004-2006
Education
- BA, Business, Financial Services, University of North Florida
Personal interests and affiliations
- Avid Cross-fitter
- (BSF) Bible Study Fellowship