Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Financial Consultant®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Consultant Partner, Charles Schwab & Co., Inc., 2016-2018
- Financial Service Professional, Charles Schwab & Co., Inc., 2015-2016
Education
- Bachelor of Science in Finance, University of Colorado
Personal interests and affiliations