Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2006-present
- Client Service Specialist, Charles Schwab, 2003-2006
- Registered Representative, Charles Schwab, 2000-2003
Education
- CFP, Metropolitan State College of Denver
- AAMS, College for Financial Planning
- Bachelor's Degree, Arizona State University