Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Assistant Branch Manager, Charles Schwab, 2020-2022
- Branch Manager - Employee Services, Charles Schwab, 2017-2020
- Regional Trading Manager, Charles Schwab, 2014-2017
- Active Trading Specialist, Charles Schwab, 2013-2014
Education
- Bachelors of Science, Business Administration and Finance, Arizona Christian University
- Minor, Biblical Studies, Arizona Christian University