Financial credentials
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2005-present
- Financial Advisor, Merrill Lynch, 1999-2005
- Client Service Consultant, Fifth Third Securities, 1998-1999
Education
- B.A. Psychology, Bowling Green State University
Personal interests and affiliations