Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Master in Business Administration
- Series 7, 9, 10, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Branch Manager, Charles Schwab, 2025-present
- VP - Assistant Branch Manager, Charles Schwab, 2023-2025
- Director, Compliance and Field Supervision, HighTower Advisors, 2019-2023
- Director, Administrative Manager, UBS, 2017-2019
- Manager, Fidelity Investments, 2013-2017
Education
- MBA, Utah State University
- BA, Economics, University of Utah