Financial credentials
- Series 6, 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Sr. Consultant, Planning & Advisory, Empower Retirement, 2022-2023
- Branch Manager/Sr. Financial Consultant, TD Ameritrade, 2015-2021
- Financial Advisor, Equitable, 2011-2014
- Retirement Counselor, Prudential Retirement, 2007-2011
- Retirement Education Consultant, Putnam Invesments, 1999-2007
Education
- BS, Business Administration, Capella University
Personal interests and affiliations