Financial credentials
- Certified Wealth Strategist®
- Series 7, 52, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2005-present
- Financial Advisor, Merrill Lynch, 2000-2005
- Financial Advisor, Morgan Stanley Dean Witter, 1998-2000
- Sales Assistant, Dean Witter, 1997-1998
Education
- Bachelor of Arts - Economics and Management, Albion College
Personal interests and affiliations
- Ruffed Grouse Society - Grand Rapids Chapter President
- Kent Conservation Club Member
- MUCC Club Member
- Ada Bible Church Member