Financial credentials
- Certified Investment Management Analyst®
- Series 6, 7, 9, 10, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
41 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
- Chief Operating Officer, The Paso del Norte Group, 2010-2011
- Wealth Management Advisor, Merrill Lynch, 2006-2010
- Financial Advisor, Waddell & Reed, 2002-2005
- Owner, JME Studios, 2001-2005
- Attorney, Various firms, 1983-1998
Education
- JD, New York University Law School
- BA, Princeton University
Personal interests and affiliations
- Southern New Mexico Estate Planning Council
- Investments & Wealth Institute