Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2006-present
- Senior Registered Representative, Charles Schwab, 2000-2006
Education
- BS, School of Public Programs, Arizona State University