Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2008-present
- Financial Adviser, Piper Jaffray/UBS, 2004-2008
- Mortgage Broker, Pinewood Mortgage, 2003-2004
- Business Banker, Wells Fargo, 2002-2003
Education
- BS, Consumer Finance, University of Wisconsin - Madison
- MBA, University of St. Thomas
Personal interests and affiliations
- Financial Planners Association of Minnesota