Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
25 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2022-present
- Investment Advisor, Royal Alliance, 2019-2022
- Investment Advisor, United Planners, 2010-2019
Education
- BS, Accounting/Business Management, University of Utah