Financial credentials
- Master in Business Administration
- Series 7, 9, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2024-present
- Independant Branch Financial Consultant, Charles Schwab & Co. Inc, 2018-2024
- COO / CFO, Comprehensive Financial Solutions (CFS, INC), 2016-2018
- Executive Administrator, Maritime Wealth Management, LLC, 2004-2016
Education
- Master Business Administration, Accelerated Graduate Program, Salisbury University Franklin P. Perdue School of Buiness
- Bachelor of Science, Finance Concentration in Financial Planning, Summa Cum Laude, Salisbury University
Personal interests and affiliations
- Delaware Notary