Financial credentials
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2000-present
- Examiner, NASD, 1999-2000
Education
- BS, Business Administration, Financial Management, University of Montana
Personal interests and affiliations
- Big Brothers and Sisters of America