Financial credentials
- Series 6, 7, 9, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Edward Jones, 2016-2022
- Vice President, Private Client Advisor, BB&T Wealth, 2015-2016
- Retirement Plans Specialist, ICMA-RC, 2012-2015
- Private Client Group Advisor, Fisher Investments, 2011-2012
- Assistant Vice President, Financial Consultant, Wells Fargo Advisors, 2005-2011
Education
- Bachelor of Business Administration, St. Marys University
Personal interests and affiliations
- Cesar E. Chavez Legacy & Educational Foundation, Chairman since 2017