Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2013-present
- Associate Financial Consultant, Charles Schwab, 2012-2012
- Financial Advisor, US Bancorp Investments, Inc., 2008-2012
- Financial Advisor, Recruiting & Marketing Director, Waddell & Reed, Inc., 2006-2008
Education
- Johnson & Wales University - Denver, CO
- BS, Financial Services Management
- Associate Degree, Business Administration
Personal interests and affiliations
- 30 Club of Pueblo, 2016-Current