Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Financial Consultant®
- Series 6, 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2002-present
- Investment Specialist II, Charles Schwab, 1999-2002
- Financial Consultant, WM Financial Services, 1998-1999
- Sales Associate, Institutional Sales, US Bancorp Securities, 1993-1998
Education
- BA, Business Administration, University of Washington
- The American College, Chartered Financial Consultant® Certificant
Personal interests and affiliations
- Supporter of Children's Cancer Association
- Supporter of Guide Dogs for the Blind
- Supporter of FACES Foundation