Financial credentials
- Chartered Retirement Planning Counselor℠
- Master in Business Administration
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- IC/PSG, Charles Schwab, 2019-2023
- Investment Advisor, USAA, 1999-2019
- Brokerage Trading, Citigroup, 1994-1999
- Educator, S.W. High School, 1993-1994
- Educator, Saint Anthony's School, 1991-1993
Education
- BBA Angelo State University
- BS Angelo State University
- MBA University of the Incarnate Word
- Texas A&M Petroleum Engineering
Personal interests and affiliations