Financial credentials
- Series 6, 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
31 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, Fidelity Investments, 2020-2021
- Manager Wealth Management/Program Manager, UFCU & CUSO, 2015-2020
- Affluent Segment Market Leader, Wells Fargo Advisors, 2006-2015
- Financial Advisor, FirstCommand Financial Planning & Bank, 2000-2006
- Financial Advisor, BBVA Wealth Solutions, 2020-2020
Education
- Masters of Science, Mathematics, University of Central Oklahoma
- Bachelors of Science, Mathematics, University of Central Oklahoma
Personal interests and affiliations
- Volunteer, Enspire Atlanta; Atlanta, GA; Assistance for the homeless adults and children
- Volunteer, Ronald McDonald House Charities; Austin, TX; Social Services
- Volunteer, Austin Habitat for Humanity; Austin, TX; Helping people in communities to build or improve their homes
- Volunteer, Hill Country Community Ministries; Leander, TX; Food Pantry