Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
- Director, Retirement Planner, Fidelity Investments, 2012-2018
- Director of Development, Greenville University, 2011-2012
- VP, Financial Consultant, Fidelity Investments, 2007-2011
- Financial Consultant, Fidelity Investments, 2004-2007
- Financial Consultant, LPL Financial, 2004-2004
Education
- Graduate Degree, Finance, University of North Texas
- Undergraduate Degree, Business Management & Psychology, Greenville University
Personal interests and affiliations
- Chairman - Street Child United