Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2010-present
- Senior Fixed Income Trader, Charles Schwab, 2007-2010
- Fixed Income Trader, Advisors Asset Management, 2005-2007
- Financial Advisor, J.P. Morgan - Chase, 2002-2005
Education
- B.S. - University of Florida
- Currently attending - University of Colorado: MBA program
Personal interests and affiliations
- Trails and Open Space Coalition - (Finance Committee Member)
- Downtown Partnership of Colorado Springs - (Member)
- Barr Camp - (Board of Directors)
- AdAmAn Club - (Member)