Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2002-present
- Vice President, UBS, 1998-2002
- Investment Consultant, National Securities, 1995-1998
Education
- Chartered Wealth Strategist Foundations, Cannon Financial
- Banking and Credit Specialist, Charles Schwab bank
Personal interests and affiliations
- Robert Chinn Foundation, President
- Boys and Girls Club of Bellevue
- Bellevue Life Spring
- WACAP