Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1998-present
Education
- MBA, University of Phoenix
- Business
- Northern Arizona University
- Bachelor Of General Studies, Liberal Arts and Sciences
Personal interests and affiliations