Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2024-present
- Independent Branch Associate Financial Consultant, Charles Schwab, 2020-2024
- Independent Branch Client Service Specialist, Charles Schwab, 2018-2020
- Personal Lines Account Manager, Pat Campbell Insurance, 2009-2018
Education
- BS, Biology, New Mexico State University
Personal interests and affiliations