Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Managing Partner, Blue Fountain Wealth Management, 2023-2026
- Wealth Management Advisor, Northwestern Mutual, 2016-2023
- Vice President-Financial Advisor, Wells Fargo Advisors, 2013-2016
- Financial Advisor, UBS, 2008-2013
- Financial Advisor, Morgan Stanley, 2001-2008
Education
- BBA, Finance, University of North Texas