Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant, TD Ameritrade, 2018-2023
- Investment Consultant, Scottrade, 2008-2018
Education
- Bachelor of Business Administration, Finance, UNLV