Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2017-present
- President, Fortera Capital Management, 2011-2017
- Independent Financial Advisor, Questar Capital Corporation, 2012-2017
- Independent Financial Advisor, Woodbury Financial Services, 2011-2012
- Financial Advisor, Edward Jones, 2008-2011
Education
- BA in Finance, Falls School of Business, Anderson University
Personal interests and affiliations
- Member - Contractor's Association of Truckee Tahoe
- Member - Truckee Chamber of Commerce
- Member - North Lake Tahoe Chamber of Commerce
- Member - East Sierra Valley Chamber of Commerce