Financial credentials
- Accredited Wealth Management Advisor℠
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2020-2021
- Schwab Private Client Services, Charles Schwab, 2019-2020
Education
- BA, Finance, University of Colorado Boulder
Personal interests and affiliations
- CFA Society Colorado
- Skiing, Golfing & Backpacking
- Financial Planning Association