Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Schwab, 2022-2022
- Investment Consultant, TD Ameritrade, 2022-2022
- Financial Consultant, TD Ameritrade, 2018-2021
- Investment Consultant/Stockbroker, Scottrade, 2006-2018
Education
- BS, Finance, Indiana State University