Financial credentials
- Master in Business Administration
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2013-present
- Financial Consultant, E*TRADE FINANCIAL, 2012-2013
- Account Executive, Wasatch Advisors, 2007-2012
- Associate, Goldman Sachs & Co., 2007-2007
- Retirement & Guidance Consultant, Fidelity Investments, 1996-2007
Education
- MBA, Boston College
- BA, Brigham Young University
- AS, Ricks College
Personal interests and affiliations
- Youth Sports Coach
- Active in Community and Church Service