Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Wealth Manager, USAA, 2006-2020
Education
- BA, Economics, University of Arizona
Personal interests and affiliations