Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1993-present
Education
- Houston Community College
- Business
- College for Financial Planning
- Accredited Asset Management Specialist AAMS