Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2009-present
- Financial Advisor, Ameriprise Financial, 2007-2009
Education
- BA, Global Economics