Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Branch Manager, Charles Schwab, 2005-present
- Financial Consultant, Charles Schwab, 2000-2005
- Investment Specialist, Charles Schwab, 1995-2000
- Registered Representative, Everen Securities, 1995-1995
- Registered Representative, Dean Witter Reynolds, 1993-1995
- Registered Representative, Columbus Financial, 1993-1993
Education
- Degree candidate, Harvard University Extension School
- Cannon Financial Institute, Certified Wealth Strategist
Personal interests and affiliations