Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Sr. Financial Consultant, Charles Schwab & Co, 2010-2020
- Registered Representative, Charles Schwab & Co, 2008-2010
Education
- Colorado State University, Bachelor of Science - Business Administration
Personal interests and affiliations