Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Retirement Planning Counselor℠
- Certified Wealth Strategist®
- Series 7, 63, 65 Securities Licenses
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Wealth Manager, USAA, 2006-2020
- Investment Representative, Edward Jones, 2004-2006
Education
- PhD, General Psychology (Industrial and Organizational Psychology emphasis), Grand Canyon University
- MS, Management, Troy University
- BA, History, University of California, Riverside
Personal interests and affiliations