Experience

• 

  Wells fargo

  Nov 2004 - Jan 2009

  Licensed banker
• 

  Woodbury mitchell and finch

  Jan 2009 - Jul 2018

  Managing partner
• 

  Raymond james

  Feb 2014 - Jul 2018

  Financial advisor
• 

  Charles schwab

  Jul 2018 - now

  Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose ValueThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab. Show less

  • Independent Branch Leader & Financial Consultant

    Aug 2020 - now

  • Independent Branch Financial Consultant

    Jul 2018 - Aug 2020