Financial credentials
- Series 6, 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Wealth Management Advisor, U.S Bancorp Wealth Management, 2014-2018
- Financial Advisor, Edward Jones Investments, 2010-2014
- Investment Consultant, First Investors, 2009-2010
Education
- B.S, Communication Studies, University of Idaho
Personal interests and affiliations
- HUB Sports Center Board Member 2017-2020
- Liberty Lake Rotary Club Member 2015-2020
- Sigma Alpha Epsilon Council Member 2011-2019
- U.S Army Natl. Guard - 2006-2010