Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1996-present
Education
- BS, Social Science Education, Indiana State University
Personal interests and affiliations
- Westcave Outdoor Discovery Center Board of Directors