Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master Planner Advanced Studies℠
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2010-present
- Financial Consultant, RBC Wealth Management
- Insurance and Financial Services Representative, Farmers Insurance and Financial Solutions
- Area Manager, Enterprise Rent-A-Car
Education
- BM, University of Denver
- MS, College for Financial Planning
- MS, Kansas State University
Personal interests and affiliations
- Colorado Springs Roman Catholic Diocese, Finance Council
- St. Francis of Assisi Roman Catholic Church, Director of Liturgy and Music
- Evans Choir, Board of Directors
- Castle Rock Chorale, Board of Directors