Financial credentials
- Certified Wealth Strategist®
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2012-present
- Wealth Advisor, Wells Fargo Private Bank, 2011-2012
- Wealth Management Advisor, US Bank Private Client Reserve, 2009-2011
- Relationship Manager, Wachovia, 2008-2009
- Account Executive, Fidelity Investments, 1998-2008
- Compliance Specialist, LifeUSA Insurance Co., 1995-1998
Education
- St. Cloud State University
- Bachelor of Arts
- Political Science