Financial credentials
- Chartered Retirement Planning Counselor℠
- Certified Wealth Strategist®
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Edward Jones, 2018-2022
- Sr Wealth Advisor, USAA, 2007-2018
- Financial Advisor, Bank of America Investments, 2004-2007
- FoodService Director, HEB Central Market, 2001-2004
- Regional Operations Director, Brinker International, 1987-2001
Education
- Bachelor of Science in Financial Management
- Kaplan University
Personal interests and affiliations
- Knights of Columbus Holy Trinity Catholic Church
- USAA Golden Eagles Association