Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Charles Schwab, 2021-2025
- Investment Consultant, Charles Scwhab, 2016-2021
- Registered Representative, Charles Scwhab, 2014-2016
- Licensed Banker, Wells Fargo, 2012-2014
Education
- BS, Economics, Arizona State University
Personal interests and affiliations