Financial credentials
- Series 3, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
39 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
- Resident Director, Merrill Lynch, 2012-2018
- Branch Manager, Stifel Nicolaus, 2001-2012
- Branch Manager/Corporate Vice President, A.G. Edwards, 1989-2001
- Financial Advisor/Limited Partner, Edward D. Jones, 1985-1989
Education
- Parkland College
- Fields of Study; Business and Real Estate
- Recognized as one of 50 Notable Alumni
Personal interests and affiliations
- Champaign West Rotary 1989-Present
- United Way Campaign Chairman 1999