Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2017-2018
- Financial Professional, Charles Schwab, 2015-2017
- Financial Professional, Scottrade, 2013-2014
Education
- BS, Finance, Metropolitan State University of Denver
- Business Management, University of Colorado, Boulder