Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 24, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2010-present
- Wealth Manager, USAA, 2004-2010
- Institutional Equity & Option Trader, Charles Schwab, 2000-2004
- Retirement Education Specialist, Vanguard, 1996-2000
Education
- BS, Business Administration, University of Arizona
Personal interests and affiliations