Financial credentials
- Accredited Asset Management Specialist℠
- Certified Fund Specialist®
- Certified Wealth Strategist®
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Executive Director, Retirement Product Management, USAA Financial Advice & Solutions Group, 2013-2022
- Relationship Manager, USAA Investment Management Co., 2000-2012
- Fixed Income Counselor, Fidelity Investments, 1998-2000
Education
- BA, Health Care Administration, Texas State University
Personal interests and affiliations