Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2015-present
- Financial Advisor, Raymond James, 2007-2015
- Financial Advisor, Edward Jones, 2005-2007
Education
- Masters Degree in Accountancy - Brigham Young University
- Bachelors Degree in Accountancy - Brigham Young University
- Associated Degree in Science - Dixie State University