Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
39 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2020-present
- Investment adviser Representative, J W Cole, 2010-2019
- Financial Adviser, AIG, 2005-2010
- Financial Adviser, Highmark Securities, 2002-2005
- Financial Adviser, Cuna Mutual, 2000-2002
- Insurance agent, Allstate, 1990-2000
Education
- B.S. Business Administration from LeTourneau University