Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2018-present
- Associate - Financial Consultant, Charles Schwab, 2016-2018
- Registered Representative, Charles Schwab, 2014-2016
Education
- BA, Finance, New Mexico State University
Personal interests and affiliations