Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
Experience
18 years of professional experience
- VP - Branch Manager, Charles Schwab, 2017-present
- Branch Manager, E*TRADE, 2012-2017
- Financial Consultant, E*TRADE, 2009-2012
- Financial Representative, Fidelity Investments, 2008-2008
- Retirement, Tax Savings, & Insurance Specialist, American Fidelity, 2006-2008
Education
- BA, Finance - Washington State University
Personal interests and affiliations
- Bellevue Boys and Girls Club, Board Member
- The Big Climb
- Alzheimer's Association
- Alumni Association, Washington State University