Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2023-present
- Senior Financial Consultant, TD Ameritrade, 2014-2023
- Financial Advisor, The Wealth Consulting Group, 2012-2014
Education
- BSBA, Finance, University of Nevada, Las Vegas