Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Retirement Income Specialist, USAA, 2020-2021
- Wealth Advisor, USAA, 2014-2020
- Financial Advisor, Edward Jones, 2012-2014
Education
- Bachelor of Science, Business Management w/ emphasis in Marketing, Colorado State University-Pueblo
Personal interests and affiliations