Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2009-present
- Financial Advisor, Merrill Lynch, 2007-2009
- Sr. Personal Banker, Bank of America, 2003-2007
Education
- BS, Business Administration, Central Washington University