Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2017-2022
- Senior Financial Consultant, Fidelity, 2016-2017
- Financial Consultant, TD Ameritrade, 2010-2016
- Financial Consultant, Uvest Financial Services Group, 2007-2016
- Financial Consultant, Allstate Financial Services, 2003-2007
Education
- Arizona State University - Bachelor of Science, Finance
- College of Financial Planning, Denver Colorado - Certified Financial Planning Professional Education Program