Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2015-present
- Financial Consultant, Schwab Retirement Plan Services, 2011-2015
- Relationship Manager, Schwab Retirement Plan Services, 2002-2011
Education
- BA, Baldwin Wallace College
Personal interests and affiliations
- President: Finance Advisory Board at The University of Akron
- President: Akron Tax and Estate Planning Council
- Member: Professional Advisor Council at Akron Community Foundation