Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER® Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Charles Schwab, Financial Consultant, 2021-2026
- Practice Manager/COO, Waddell & Reed DBA Pontem Financial, 2018-2019
- Practice Manager, Waddell & Reed, 2009-2018
- Advisor Assistant, Waddell & Reed, 2007-2009
Education
- BA, Administration, University of the Incarnate Word
- MBA, Finance, University of the Incarnate Word
- CFP® Certification Professional Education Program, The College for Financial Planning
Personal interests and affiliations
- Heights Community Church- First Impressions Team, 2021-Present
- San Antonio Aggie Mom's Club Member 2026-Present
- James Madison PTSA Board Member 2022-Present