Financial credentials
- Certified Wealth Strategist®
- Series 6, 7, 9, 10, 24, 53, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
23 years of professional experience
- VP - Branch Manager, Charles Schwab, 2019-present
- Manager/Director, USAA, 2003-2019
Education
- BS/BM - Business Management - Northern Arizona University/UOP
Personal interests and affiliations