Financial credentials
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2006-present
- Trust and Estate Specialist, Charles Schwab, 2004-2006
- Dedicated Pinnacle Trading Consultant, Charles Schwab, 2000-2004
- Mortgage Broker, Valley Financial Funding, 1997-2000
Education
- BA Finance, Arizona State University
Personal interests and affiliations
- Boys Scouts of America, Troop Leader