Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
Experience
32 years of professional experience
- Branch Manager - Financial Solutions Branch, Charles Schwab, 2023-present
- Sr. Manager Investor Development, Charles Schwab, 2022-2023
- Branch Manager, Charles Schwab, 2020-2022
- Branch Manager, TD Ameritrade, 2017-2020
- Branch Manager, Scottrade, 2003-2017
Education
- BA, Wabash College
Personal interests and affiliations