Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2004-present
- Financial Planner, MetLife, 2001-2004
Education
- BS, Economics, University of Albany
- Certified Financial Planning Certificate Program, Long Island University
- College for Financial Planning