Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2025-present
- VP - Financial Consultant, Charles Schwab, 2008-2025
- Sr Specialist-Advice, Charles Schwab, 2006-2008
- Financial Advisor, Merrill Lynch, 2001-2005
- Financial Consultant, Charles Schwab, 1999-2001
Education
- BA, Economics, University of Arizona