Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Regional Bank Private Banker, Wells Fargo Bank, 2013-2021
- Registered Personal Banker II, Wells Fargo Bank, 2011-2013
- Financial Specialist, Wachovia Bank, 2006-2011
Education
- BBA, Finance, West Texas A&M
Personal interests and affiliations
- HEB Senior Service Alliance, Co-Chair, 2019-2021