Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2025-present
- VP - Financial Consultant, Charles Schwab and Co. Inc., 2017-2025
- Regional Sales Consultant, Crossroads Capital Distributors, 2016-2017
- Director of Regional Sales, Highland Capital Management, 2016-2016
- Regional Sales Consultant, NorthStar Securities, 2013-2016
- Senior High Net Worth Client Consultant, Charles Schwab and Co. Inc., 2008-2013
Education
- Bachelors of Science in Business, Accounting, University of Phoenix
- Accounting and Business Management, Hastings College
- Certificate in Personal Financial Planning, UCLA Extension
Personal interests and affiliations
- Laguna Hills Little League Board of Directors and Coach 2017 - 2020
- American Youth Soccer Organization Coach - 2019
- Mission Viejo Girls Softball 2020 - 2024