Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Financial Representative, Northwestern Mutual, 2013-2014
- Money Revolution Student Leader, Thrivent Financial, 2012-2013
Education
- BA, Mathematics, Concordia University - St. Paul
Personal interests and affiliations
- Member of BNI (Business Network International)