Financial credentials
- Certified Trust and Financial Advisor
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
39 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2009-present
- Vice President, Senior Account Executive, Fidelity Investments, 2004-2009
- Vice President, Wealth Management, Bank of the West, 2002-2004
- Vice President, Bank of America Private Bank, 2000-2002
- Vice President, Trust & Investments, Montecito Bank & Trust, 1998-2000
Education
- BA Degree, Brigham Young University
- National Trust School of the American Bankers Association
Personal interests and affiliations
- Santa Barbara Estate Planning Council
- Institute of Certified Bankers, American Bankers Association