Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 31, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2010-present
- Financial Advisor, Ameriprise Financial, 2006-2010
- Financial Advisor, Edward D Jones & Cc, 2001-2006
Education
- B.A. University of St. Thomas
Personal interests and affiliations