Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master Planner Advanced Studies℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
- Financial Advisor, Ameriprise Financial, 2002-2007
Education
- BA, Psychology and Business, Kent State University
- MSPFP, Master of Science, Personal Financial Planning
Personal interests and affiliations
- Boys and Girls Club of Greater Houston, 2014-present
- West Houston Assistance Ministries-WHAM 2014-present
- Houston Pets Alive 2023-present