Financial credentials
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2009-present
- Training Manager, Wells Fargo Advisors, 2003-2009
Education
- MBA, University of MO
- Bachelors of Science, Business, University of MO
Personal interests and affiliations
- Clayton Diving Alliance, Diving Coach