Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 22, 24, 51, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
0 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
- Branch Manager, Independent Branch Owner, Raymond James Financial Services, Inc, 1997-2018
Education
- Bachelor of Arts, Business Administration
- Carthage College
Personal interests and affiliations
- Sport Youth Foundation - volunteer
- Amateur to Professional - volunteer
- American Institute of CPA's - member